AI for Business
An advisory firm clears its paperwork backlog
A Toronto wealth-advisory team spent more time on meeting prep and summaries than on advising. We set up Claude for the exact work they did by hand and gave them their afternoons back.
Summit Wealth Advisors · Toronto, ON
10 hrs
saved per advisor each week
2 days
faster client turnaround
10 days
to live
The challenge
Summit’s advisors spent more time preparing for client meetings and writing follow-up notes than actually advising. The backlog grew every week, and good clients waited.
What we did
- 01
Spent two days watching how the team actually works before suggesting a single tool.
- 02
Built Claude setups for meeting prep, summaries, and compliant client emails, wired into their CRM.
- 03
Trained the advisors and left them a playbook they own.
“They understood our day better than we did, then quietly handed half of it back. My advisors finally have time to advise.”
Daniel F., Principal Advisor · Summit Wealth Advisors, Toronto, ON