As a financial planning practice on the Sunshine Coast, Wealth 21 thrives on personalised investment advice and efficient client service.
However, traditional paperwork often caused frustrating delays.
The problem
Paul Brown, Financial Adviser and Practice Manager at Wealth 21, recalls the challenges:
"Previously, we were constantly battling mail delays and drowning in endless paperwork. The unreliable and slow mail service meant important documents would take at least a week to turn around, significantly holding back our operations."
The solution
Since adopting Annature, Wealth 21 has transformed this sluggish process into one of streamlined efficiency. "We now consistently receive signed documents within the same day," Paul explains. "This shift alone has cut our average document turnaround time by at least seven days, enabling us to promptly move forward with investment implementations without unnecessary delays."
The transition to Annature has also delivered notable administrative savings. "Using templates within Annature saves us approximately five minutes per document," says Paul. Given the high volume of documents the firm handles monthly, this equates to hours saved each week, allowing the team to redirect focus towards client relationships and strategic financial planning rather than paperwork.
Client satisfaction has improved markedly as well. "Most of our clients now sign their documents promptly—often within just ten minutes of receiving them," Paul highlights. "This immediate responsiveness dramatically improves our workflow efficiency and overall client experience."
Annature's intuitive system has also simplified document tracking and follow-ups. Paul adds, "The automated reminders significantly reduce the administrative burden associated with chasing unsigned documents. Now, instead of manual follow-ups, the system takes care of reminders, freeing up our team's time for more valuable tasks."
Security was another critical factor for Wealth 21. "Given the sensitive nature of financial advice, security is paramount," Paul explains. "Annature's robust ISO-accredited security protocols provide peace of mind, ensuring our clients’ data remains protected."
The outcome
Reflecting on their experience, Paul concludes, "Annature has genuinely transformed the way we operate. It’s streamlined, secure, and efficient—exactly what our growing practice needs."
