Case Study: Fidenti Wealth cuts annual review report time by over 90% with Marloo

Fidenti slashes annual review reports from 3 hours to 15 minutes with Marloo

Fidenti Wealth, a UK financial advice firm, faced a significant administrative burden as annual client reviews, which comprised 78% of their work, consumed up to three hours each for post-meeting documentation and report writing. This process was time-consuming and costly, to the point that the firm anticipated needing to hire an additional paraplanner. To address this challenge, Fidenti implemented Marloo's AI-powered document generation service.

By using Marloo, Fidenti slashed the time required to create annual review reports from three hours to just 15 minutes. This resulted in annual savings of 825 hours and over £30,000 in potential paraplanner salary costs. The solution from Marloo transformed their workflow, freeing up their team to focus on complex analysis and client service instead of administrative tasks, and also improved the overall quality and accuracy of their documentation.

Fidenti Wealth