At Simply Kaizen, we believe in the power of continuous improvement and the significant impact it can have on a firm’s success. We’re proud of the partnerships we’ve formed with a diverse range of financial advice firms, each with unique needs and goals.
Our case studies are a testament to these collaborations, showcasing our effective approaches, the solutions we’ve implemented, and the tangible results achieved. They provide in-depth insights into how we’ve helped firms streamline their operations, optimise technology use, enhance client engagement, and bolster overall business efficiency. We invite you to explore these case studies and discover the transformative potential of our services.
Leading firm McGregor Wealth Management sought us out to bring predictability and consistency to their process, facilitate the development of young advisers, build best-practice reporting, and more. Learn more about how we transformed their process from start to finish.
Part of a large global corporate, Gallagher Benefit Services reached out following several acquisitions that needed integration into their business to ensure consistency of process and CX. Having worked with other groups that could work through their challenges from start to finish.
Stream Financial is a young and energetic firm that originally approached us to clean up their tech stack. Since then, we’ve effectively become expert extensions of their operations team, driving projects and continuous improvement. See how we help them do more every day.
After trying and failing with several other groups, learn how Fintech Financial Services, a self-licensed boutique, finally found the right partner to achieve what others could not and deliver outcomes that support the complexities of their advice and the needs of their UHNW clientele.
Interested to learn how we could help improve your processes?
The team at Simply Kaizen is here to help advisers like you and your team to do more. Find out what could be possible for your firm today!
If you’d like to express interest in any of the above, please let us know by completing the form below or booking a virtual coffee.