Waterfield Advisors - Icanio Technology
Waterfield Advisors
Platform Developed
Overview
Manual follow-ups and repetitive processes created inefficiencies in wealth advisory operations. A React–NodeJS system with customer management, task tracking, analytics, and audit trails was built to streamline workflows. This improved accountability, reduced manual effort, and enabled faster, data-driven decision-making.
Problem
- Waterfield Advisors relied heavily on manual processes to manage investment statements and generate wealth advisory reports, leading to inefficiencies and productivity loss.
- The lack of an automated workflow increased repetitive tasks and follow-ups, highlighting the need for a streamlined solution.
Solution
- Centralized Task & Client Management: Introduced a custom workflow system enabling family-based customer profiling, task assignment, document verification, and report dispatch with full performance tracking.
- Comprehensive Admin Controls: Enabled employee and leave management, customer segmentation, and dynamic task reassignment for better workload distribution and service continuity.
- Real-Time Analytics & Audit Logs: Provided Super Admins with monthly reports on employee activity, client engagement, and document flow, along with full audit trails for data transparency.
- Operational Efficiency & Accountability: Streamlined internal operations by offering granular control across teams, reducing manual intervention and boosting visibility into deliverables.
Key Business Outcomes
- 50% Increase in Operational Efficiency: Centralized task, client, and employee management reduced manual effort and streamlined internal coordination
- Improved Transparency & Accountability: Audit trails and performance dashboards provided clear ownership, better oversight, and real-time responsiveness.
- Scalable, Data-Driven Operations: Structured workflows and monthly analytics enabled smarter decision-making and consistent client service across growing teams.
Technology
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Office Locations
Zamin Pallavaram, Chennai,
Tamil Nadu - 600117
Address
Sathankulam Road, Nazareth,Tuticorin,
Tamil Nadu 628617.
#5056 Claymont,
DE 19703, United States.
#20-11 Tong Eng Building,
Singapore 069 533.
Centre
Margoschis Road, Nazareth,
Tamil Nadu 628617.
Centre
North Main Road, Tirunelveli,
Tamil Nadu - 627007
Centre
Zamin Pallavaram, Chennai,
Tamil Nadu - 600117
Sathankulam Road, Nazareth,Tuticorin,
Tamil Nadu 628617.
#5056 Claymont,
DE 19703, United States.
#20-11 Tong Eng Building,
Singapore 069 533.
Margoschis Road, Nazareth,
Tamil Nadu 628617.
North Main Road, Tirunelveli,
Tamil Nadu - 627007
Sathankulam Road, Nazareth,Tuticorin,
Tamil Nadu 628617
#5056 Claymont,
DE 19703, United States.
#20-11 Tong Eng Building,
Singapore 069 533.
Centre
Margoschis Road, Nazareth,
Tamil Nadu 628617.
Centre
North Main Road, Tirunelveli,
Tamil Nadu - 627007
Centre
Zamin Pallavaram, Chennai,
Tamil Nadu - 600117