Client Review Prep Time — Eliminated
A financial advisory firm managing a $100M book spent 30 minutes preparing for every single client review. Multiply that across hundreds of clients, and the advisor was drowning in prep work instead of building relationships.
Knight Ops built a custom dashboard that pulls every relevant data point — portfolio performance, life events, meeting history, action items — into a single view. Prep time dropped from 30 minutes to under 2 minutes. The advisor now walks into every meeting fully prepared and deeply connected.