Process automation consulting for financial services firms
If your licensed people are still building welcome packets by hand, chasing bank statements and K-1s, and letting leads sit a day because the desk is full, you are paying a licensed rate for admin. We work out which of it can run without a person, put hours and dollars on it, and build it.
Why it has not been fixed
Three things get in the way.
Everyone is busy
The people who could change how the firm runs are the ones with clients waiting. The admin gets done around them, so nobody ever looks at it.
No clear first step
The tools change every month and each one promises everything. It is hard to tell which piece of your firm to hand over first.
No one to build it
A good idea stalls when no one on staff can set it up and stay until the team actually uses it.
Who we work with
Licensed, relationship-driven firms where the client work lives in the inbox: high email volume, documents that need chasing, and follow-up that slips the moment everyone gets busy.
- Accounting and tax firms
- Advisors and RIAs
- Lenders and brokers
- Owner-operated firms with heavy email and document volume
Why this operator
Curtis Boortz underwrote SBA 7(a), private credit, and asset-backed deals at New Frontier Funding and built the tooling the team used to run its analysis. He also spent years on the other side of the desk from advisors, brokers, and accountants.
A lot of their week went to welcome packets and document chases. The blueprint puts a number on that, and nothing gets built until you approve the plan.
Operated by Aesir Labs, LLC d/b/a ForthWrite.
How engagements work
Four steps. You get something out of each one before the next starts.
- 01
Diagnose
Free, 30 minutes
A free 30-minute call. We tell you what in your firm can run without a person.
- 02
Audit
Paid, fixed scope, two to four weeks
We put hours and dollars on what your current systems cost you, and write up the plan.
- 03
Roadmap
30 to 60 day plan
What gets built first, in what order, and what your team does once each piece is live.
- 04
Implement
Scoped from the blueprint
Once you sign off, we build it, stay until your team is using it, and leave written SOPs they can follow.
ForthWrite is one communication workflow tool we built, and anyone can use it
It learns how you write from your sent mail and drafts replies in your voice inside Gmail and Outlook. It never sends. The Chrome extension has 1,000+ installs and a 5.0 rating, and the same build passed Google's CASA Tier 2 security review. On a Teams plan, you see what was drafted, what your preparer changed before sending, and which model wrote it. This is a record of how a message was written. It is not a mail archive, and it is not compliance advice.
What we do not do
- Paid advertising management
- Generic marketing-agency retainers
- Forcing your firm into a product it does not need
- Builds that skip observation and ship templates
Find out what in your firm can run without a person.
Thirty minutes, free. If you want the plan after that, the blueprint puts hours and dollars on it.
Schedule the diagnosticYou leave knowing what can run without a person, whether we work together or not.