A family office that closes its quarterly reports in two days

Statements from eleven banks gathered, checked and drafted into each family's report; the partners approve every line.

to close a quarter, down from ten
2 days
Wealth management

Challenge

Account leads spent their Monday mornings reading coverage and rebuilding the same weekly report for every client. Juniors did the first pass, and the report still arrived late.

Solution

The Map showed the monitoring workflow in two weeks. An agent now collects coverage overnight, filters it with each client's keywords, flags sensitive mentions and drafts the report in the house template.

  • Monitoring feeds and press databases connected once, with their permissions
  • One checkpoint per report in Desk, for the account lead
  • Spend and time saved reviewed every month
A run waiting for the account lead's approval.

Impact

Reports now wait for review when the team arrives. The time saved goes to the clients.

I read the report, change two lines and send it. That used to be my whole morning.