Case Study: AJ Financial Planning achieves faster task completion and smoother client workflows with Copper

How AJ Financial built a more efficient client experience with Copper

AJ Financial Planning, an Australian wealth advisory firm managing more than $500 million in client assets, needed a better way to handle growing workflows, multiple service lines, and complex client hand-offs. With Copper CRM already in place, the team wanted to make the system easier to use and less dependent on manual tracking as the business scaled.

Copper helped AJ Financial Planning rebuild its workflows with more pipelines, better task structure, standardized notes, and automation that advanced opportunities and created the next task automatically. The results were significant: average task completion time dropped from 20 days to 8, team adoption became daily across the firm, and Copper became the central workspace for client service and operations.

AJ Financial Planning

Edsel Capillanes

Director of Operations