FREE Step-By-Step AI Case Study:
How 4admin increased 3x partner firm's admin productivity by 86%+ in 30-days
Here's what you get:
Uncover real-world strategies to grow fast without increasing headcount.
Step-by-step guide on how to boost admin efficiency and productivity with AI.
Avoid costly mistakes with proven strategies for successful AI implementation.
Bonus: Our #1 insight from working with 100+ companies on their AI strategy
Total value: £50
Today: FREE
"increased both efficiency and overall productivity"
Heather Wiltshire
Head of Client Support @ Canter Holland
The AI Case Study For Financial Advice Firms
Discover Real-World Strategies to Boost Efficiency, Cut Costs, and Improve Job Satisfaction using AI
100% risk free
TESTIMONIALS
What others are saying
"increased both efficiency and overall productivity"
The 4admin LOA program has increased both efficiency and the overall productivity of our admin team. so much that we have gone from having a full time LOA Administrator to now being able to cross train that individual to assist in other areas of the admin function."
Heather Wiltshire
Head of Client Support @ Canter Holland
"a major gamechanger for me"
4admin has been a major gamechanger for me, shaving off on average 10-15 minutes off each front sheet that I do, meaning I have been able to double the amount of plan information packs that I am able to get through each week.
Ben Campion
Trainee Financial Planner @ Corinthian Wealth Management
"solution has significantly streamlined our workflow."
We are thrilled to share our positive experience with Arran. The solution has significantly streamlined our workflow.
Arran’s dedication to understanding our needs and providing tailored support has been exceptional.
-Robert McLeneghen
Paraplanner @ Intelligent Pensions
PARTNERS
Who We Work With
"4admin has been easy to use for all"
4Admin is the first AI tool we have introduced as a firm. We have found the collaborative nature of the company refreshing, and the tool has been easy for all to use.
We look forward to continuing to benefit from the developments that this fast-improving resource is providing
Frances Kemp
Director of Business Services @ SG Wealth Management
"4admin has greatly increased our efficiency levels"
4Admin has greatly increased our efficiency levels in collecting information for our client’s plans. The quick and easy way in which 4Admin summarises all plan information has allowed us to spend more time focusing on giving the best advice to our clients.
Stan Cape
Trainee Financial Planner @ Fortress Wealth Partnership
"4admin has truly exceeded my expectations"
4Admin has transformed the data gathering process making everything far more efficient and streamlined. We've saved countless hours reading policy documents and typing notes, allowing us to improve turnaround times and provide a better experience for clients. I’m thoroughly impressed and can’t imagine going back to the old way of doing things. Highly recommended!
Alexandra Varley
Paraplanner @ Simpson-Wood
Who's This Perfect For
Operations Directors
Heads of admin
Administrators
paraplanners
advisors
heads of paraplanning
"makes a tiresome process a quick task"
4Admin has helped transform how we complete data gathering. Not only has it helped save a significant amount of time, it also identifies gaps and streamlines the process of going back to the provider to get the missing answers. 4Admin has helped my productivity soar. I can’t recommend this software enough for anyone looking to enhance their efficiency!
Lauren Turner
Paraplanner @ TFP
"revolutionised our LOA process"
The 4admin platform has revolutionized our LOA process. It has allowed our team to process a higher volume of LOAs daily, ensuring client cases progress swiftly and efficiently.
By automating key steps and reducing manual data entry, the software accelerates the process and minimizes errors, improving accuracy and client satisfaction.
Joey Haimes
Trainee Financial Planner @ Frizzell Wealth Management
"massively reduced our timescales"
We have been so impressed with 4admin and it has massively reduced timescales with regards to how long a case is sat with our admin team. The team at 4admin are also so helpful, quick and go the extra mile to make any changes needed to streamline the process even further. I wouldn’t hesitate to recommend 4admin to anyone!
Frankie Hayes
Director @ First Service Financial
INTRODUCING
The Step-by-Step 2024 AI Case Study
The AI Case Study For Financial Advice Firms
Discover Real-World Strategies to Boost Efficiency, Cut Costs, and Improve Job Satisfaction using AI
100% risk free - 30 day money back guarantee
Here's what you get:
Uncover real-world strategies to grow without increasing headcount.
Step-by-step guide on how to boost admin efficiency and productivity with AI.
Avoid costly mistakes with proven strategies for successful AI implementation.
Bonus: Our #1 insight from working with 100+ companies on their AI strategy
Total value: £50
Today: FREE
"increased both efficiency and overall productivity"
Heather Wiltshire
Head of Client Support @ Canter Holland
"from 90 minutes to just 90 seconds"
Working with 4admin has been a transformative experience for us. Their innovative tool has drastically reduced our first-level analysis time from 90 minutes to just 90 seconds. The time savings alone make this tool a no-brainer. We've been able to increase efficiency without needing additional headcount, and our staff appreciates not having to do manual data entry anymore!
Amy Harris
Head of Client Services @ Cavendish Ware
"revolutionised our LOA process"
4admin has been a life-saver for us. Having lost a junior paraplanner at the start of the year, our senior PP’s were spending more time on admin and data gathering than we’d like. The software allowed us to fill that gap without having to re-hire! We now supplement our technical administrators with the tool, which helps improve their accuracy and efficiency.
Naina Kingston
Director @ Vantage Admin
"massively reduced our timescales"
4admin’s LOA tool has helped to streamline the process of collating and summarizing key information, which in turn is saving us time on a repetitive and lengthy process. Information is often buried within multiple pages and is presented in differing formats. Whilst it is still early days for AI, it will only get better from here, and this tool has been a positive start for us.
Debbie Condon
Director @ Intuitive Support Services