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Financial Services

A Financial Services Team Reclaims Their Mental Real Estate

National Advisory Group

45%
Reduction in admin time
30%
Increase in client meeting capacity
+18 pts
Client satisfaction lift
0 advisor departures
Burnout-driven turnover eliminated

The Challenge

National Advisory Group's team of 25 financial advisors was spending nearly half their day on admin tasks. Between their CRM, compliance documentation, product research, commission tracking, and client communication tools, advisors were context-switching dozens of times per day.

The real cost wasn't just time — it was trust. Advisors couldn't be fully present with clients when half their attention was on navigating systems. Client satisfaction scores were stagnant, and the team was losing advisors to burnout.

"We hired smart, empathetic people and then buried them in software," said the operations director. "Something had to change."

The Solution

The team moved to Serrét Suite through the 1-month Accelerator program, consolidating five separate tools into a single platform. Implementation focused on:

  • Unified client view combining CRM data, product holdings, and communication history so advisors could see everything they needed on one screen.
  • Compliance integration that guided advisors through required disclosures and documentation without breaking conversation flow.
  • Commission transparency with clear, real-time visibility into earnings, removing guesswork and manual tracking.
  • Atlas AI providing intelligent product recommendations based on client profiles, risk tolerance, and existing holdings.
  • Wellness check-ins that helped the team monitor workload, flag burnout risks early, and rebalance assignments.

By the end of the Accelerator, Serrét Suite had become the single workspace for client meetings, follow-up, and internal coordination.

The Results

45%
Reduction in admin time

Advisors cut time spent on administrative work by 45% within 60 days, reclaiming several hours per week for client-facing activities.

30%
Increase in client meeting capacity

With less context-switching and a unified client view, the team increased the number of quality client meetings they could hold by 30% without adding headcount.

+18 pts
Client satisfaction lift

Post-meeting surveys showed an 18-point increase in client satisfaction scores as advisors were more present and better prepared in conversations.

0 advisor departures
Burnout-driven turnover eliminated

In the six months following implementation, the team reported no advisor departures tied to burnout, reversing a previous trend of steady attrition.

“
We hired smart, empathetic people and then buried them in software. Serrét gave our advisors their mental real estate back. They’re no longer juggling five systems during a client call—they’re fully present, and our clients feel the difference.
Operations Director, National Advisory Group
Operations Director

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