Process Automation Delivers £180K Annual ROI for Financial Services Firm
£180,000 annual ROI — 25+ hours/week of manual work eliminated. We delivered this outcome for City of London Wealth Management Firm (45 users) by combining Automation Workflows, Microsoft 365, Power Automate into a single strategic engagement.
What City of London Wealth Management Firm was facing
A City of London wealth management firm was losing 25+ hours per week to manual, repetitive processes — client onboarding paperwork, compliance reporting, portfolio rebalancing notifications, and regulatory filing preparation. Their back-office team was overwhelmed, errors were creeping into compliance documents, and FCA reporting deadlines were being missed. They needed a strategic partner to identify automation opportunities, design intelligent workflows, and implement solutions that would deliver measurable ROI while maintaining FCA compliance — all without disrupting their client-facing operations.
How we solved it
We conducted a comprehensive process audit that identified six high-impact automation opportunities. We prioritised three for immediate implementation: client onboarding automation (using Microsoft Power Automate with Microsoft Forms and SharePoint), compliance reporting automation (using Power Automate with their CRM and regulatory templates), and portfolio notification automation (using Power Automate with their portfolio management system and Teams). Each automation was built, tested, and deployed within two weeks. We implemented approval workflows with full audit trails for FCA compliance, and designed the automations to be maintainable by the firm's own team using no-code Power Automate. We also provided training and documentation so the firm could build future automations independently.
What we delivered
Tools and skills applied
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Related services & insights
The financial services expertise and technical capabilities behind this engagement.
Services
Process Automation Consulting
Process automation consulting that identifies inefficiencies and deploys intelligent workflows to save time and reduce errors.
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Sources & further reading
Independent guidance from UK regulators, standards bodies and technology vendors that underpins the advice on this page.
- Microsoft LearnPower Automate documentationBuilding and governing automated workflows across business systems.(opens in a new tab)
- Information Commissioner's OfficeGuidance on AI and data protectionHow data protection law applies when adopting AI and automation.(opens in a new tab)
- National Cyber Security Centre10 Steps to Cyber SecurityThe UK's baseline framework for protecting business systems, people and data.(opens in a new tab)
- National Cyber Security CentreCyber Essentials: overviewThe government-backed certification scheme often required in UK contracts and tenders.(opens in a new tab)
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