Case Study: RDA Wealth Advisory cuts SOA production time and scales client capacity with Marloo

RDA Wealth Advisory cuts SOA production from 5–6 hours to under 1 hour with Marloo

RDA Wealth Advisory, a financial advice firm in Australia, faced the challenge of excessive administrative time spent on creating Statements of Advice (SOAs) and scaling its operations as a sole adviser practice. To optimize its workflow and reduce this burden, the firm adopted Marloo's AI-powered tools, including its Ask Marloo chat feature.

By implementing Marloo, the adviser could speak directly into documents to make instant edits and use the platform to automate tasks and generate personalized SOAs. This solution cut SOA production time from 5-6 hours to under an hour. The efficiency gains enabled the firm to plan for significant growth, aiming to increase its client base from 120 to 400 without hiring additional staff, demonstrating the profound impact of the Marloo platform.

RDA Wealth Advisory