Case Study: Avier Wealth Advisors achieves automated, error-free workflows with Conga Orchestrate

Avier Wealth Advisors automates workflows with Conga Orchestrate

Avier Wealth Advisors, a boutique wealth management firm serving high-net-worth technology professionals, needed a better way to manage complex client workflows across more than 500 active clients. With many requests requiring 13+ steps and strict compliance, the firm struggled to keep tasks timely, sequential, and consistently assigned without slowing advisors down. Avier turned to Conga Orchestrate to help automate and standardize these processes within Salesforce.

Using Conga Orchestrate, Avier Wealth Advisors built repeatable workflows that automatically route tasks to the right person in the right order, reduce errors, and track compliance steps and workload. Conga’s solution also simplified training and reporting while helping the firm scale more efficiently. The measurable impact includes nearly 5,000 tasks automated in a year, freeing advisors from manual follow-up and improving service so work no longer falls through the cracks.

Avier Wealth Advisors

Lars Phillips

Partner and Lead Advisor