Case Study: United Capital frees advisors to focus on clients with Nevis

United Capital saves 10 hours per week with Nevis

United Capital, a financial advisory firm, faced a challenge with its advisors spending excessive time on administrative tasks and juggling multiple, disconnected systems. This inefficiency hampered their ability to focus on client relationships. To address this, United Capital partnered with the vendor Nevis to implement an all-in-one platform designed to automate operational workflows.

The solution from Nevis consolidated workflows and used AI-powered automation to generate tasks and provide client context. This resulted in advisors saving an estimated 10 hours per week, with over 80% using the platform daily. The measurable impact was significant, as Nevis allowed advisors to reallocate saved time to business development and deepen client relationships, making their interactions more productive.

United Capital