Case Study: Advocis cuts application processing from 8–12 weeks to 2 days with iMIS

Advocis Turns 8-12 Week Application Process into a 2-Day Turnarond

Advocis, the Financial Advisors Association of Canada, is the country’s oldest and largest voluntary professional association for financial advisors and planners, representing more than 11,000 members across 40 chapters. After a period of rapid change—including staff turnover, a merger, three database migrations and a new accounting system—the organization faced operational disruption and a two- to three-month application processing backlog.

Advocis implemented iMIS quickly to replace its legacy systems and simplify administrative workflows. The new platform cut application processing from 8–12 weeks to a 2-day turnaround, and made it easy to pull accurate membership counts, transfer members between chapters and meetings, and produce custom AR/invoice reports, delivering significant efficiency gains.

Advocis