Cutting adviser prep time by two-thirds at White Rock Wealth
Agent Deployments — Financial Services
Agent Deployments
White Rock Wealth
Snapshot
About this engagement
White Rock is a boutique wealth management firm with 12 advisers managing private client portfolios. Before every review meeting, advisers were spending 45 to 60 minutes manually pulling performance data, drafting summary notes, and assembling agenda packs - work that added up to more than eight hours of non-billable time per week across the team. With client numbers growing, the admin overhead was becoming a real constraint on capacity.
Challenge
What we were asked to solve
White Rock's advisers were spending nearly an hour before every client review meeting manually compiling portfolio summaries, market commentary, and meeting agendas. The time could not be billed and was capping how many clients each adviser could realistically serve.
Solution
How we approached it
We deployed an AI agent connected to their portfolio management system that auto-generates personalised pre-meeting briefing packs 24 hours in advance. The agent pulls live portfolio data, flags any positions outside tolerance bands, and drafts a structured agenda with suggested discussion points tailored to each client's objectives.
Average meeting prep time fell from 52 minutes to 17 minutes. Advisers reclaimed an average of six hours per week, and the team increased its overall client capacity by 15% in the six months following go-live - with no additional headcount.
Results
The numbers that tell the story
Why us?
Why clients choose Reformat Labs
SME-focused by design
Our practice is built around the realities of growing businesses, not enterprise budgets. Every framework and engagement is calibrated to what works at your scale.
Vendor-agnostic, always
No reseller agreements, no preferred vendors, no margin incentives. Our only interest is finding the right solution for your specific situation.
Outcome-led, not hour-led
We scope work tightly, avoid unnecessary complexity, and stay focused on what will genuinely move the needle - not what looks impressive in a report.
End-to-end capability
From first AI workshop to production deployment to ongoing managed operations, we cover the full journey without you needing to assemble a patchwork of specialists.
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