Financial services firm, Belfast
Bell & Company
Bell & Company serves SME clients across Northern Ireland. William Bell approached us looking to reduce the administrative burden on his team and create more capacity for client-facing advisory work.
“We knew we were losing time to admin but had no clear picture of where. Sascha gave us that clarity quickly, then fixed it. The team now spends its time on work that actually moves our clients forward.”
Results
Client challenges
New client intake relied on email chains, manual data entry, and chasing missing documents, often taking days.
Filing deadlines across a growing client base were tracked in spreadsheets, with reminders sent manually.
Staff fielded the same questions on VAT, payroll, and self-assessment by phone and email, consuming hours each week.
Monthly management accounts were compiled manually from multiple sources, with no consistent format.
Our solution
- Audit how the team actually spends its time and identify the highest-value automation opportunities
- Build an automated client onboarding workflow with document collection and CRM updating
- Deploy an AI-powered FAQ assistant to handle routine client queries
Ready for a practical route to AI adoption?
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