Case Study: Tower Financial Partners achieves a paperless practice and attracts millennial clients with Canopy

Tower Financial Partners Using Canopy to Attract Millennial Clients

Tower Financial Partners turned to Canopy to make their office paperless and attract tech‑savvy millennial clients. Owners Cat and MacKenzie Campbell adopted Canopy as their CRM and for transcripts and tax resolution to streamline client intake, secure uploads, and consolidate multiple software tools.

Canopy automates document requests, reminders and engagement workflows, eliminating in‑person intake and reducing electronic storage and additional CRM costs. As a result, Tower Financial Partners reports administrative time savings of about 20 hours per week, weekly meeting prep now takes under 30 minutes, and improved process visibility has helped them onboard and market to more millennial clients.

Tower Financial Partners

Caitlin Campbell

EA and Owner