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Financial Advisors
RIA firm 4x's annual-review completion with AI Trust Reports
A 3-advisor RIA replaced the manual annual-review workflow with the Trust Engine and quadrupled the number of clients completing reviews on time.
4.1x
annual reviews completed
-83%
prep time per client
+2.1%
AUM retention lift
The challenge
Only 22% of clients completed their annual review in the calendar year. Manual prep took 3+ hours per client.
The approach
- Trust Engine generating a branded review packet per household
- Automated scheduling and follow-up around review windows
- Advisor-facing prep summary generated pre-meeting
- Post-meeting action plan delivered in the client portal
"Every review conversation starts with a document the client actually read. That changes the meeting."
- Managing Advisor, boutique RIA