Find the points of friction
Follow the work from client onboarding through ongoing service. Identify delays, duplication, unclear handovers and activities that absorb capacity without adding enough value.
03 / Operating Model & Transformation
Help your business run smoothly as it grows.
Give advisers and support teams a clearer way to work. Allington helps wealth and advice firms improve the processes, responsibilities, systems and information that support their client service.
Discuss your prioritiesWhen we can help
Does this
sound familiar?
01
Advisers are spending too much time on administration, and important tasks depend on a few key people.
02
Client numbers have grown, but onboarding and ongoing service still rely on inconsistent or manual processes.
03
Acquisition or a wider change programme requires different teams and ways of working to come together.
The work
From the question
to practical progress.
Design how the firm should work
Set out the roles, workflows, controls and management information needed to deliver your proposition. The design can cover one process or the wider business.
Understand capacity and cost
Assess workload, cost to serve and resource requirements. Inform decisions about hiring, process improvements and support from external partners.
Plan and support change
Turn the design into manageable priorities, with ownership, dependencies and a clear approach to adoption. Agree the level of delivery support the firm needs.
What you take away
Useful outputs.
Clear ownership.
Depending on the assignment, your work may include:
- A clear map of the current process and proposed improvements.
- Defined responsibilities and handovers across teams.
- A capacity and cost-to-serve assessment.
- A prioritised change plan with owners and measures of progress.
Your first step
Start with a process that is slowing you down.
A focused review of onboarding, ongoing service or another priority workflow can identify useful changes without requiring a business-wide programme.
Talk about a focused reviewWhat we might look at
- An outline of the process and the people involved.
- Available workload, cost and service information.
- Examples of delays, duplication or recurring problems.
What you leave with
A practical set of improvements, the responsibilities needed to deliver them and a recommended sequence.
The scope
Assignments range from a single workflow review to broader operating model design and transformation support. Implementation responsibilities and any interim operations leadership are agreed around the firm’s needs and available capacity.
Connected support
Also worth exploring.
0506
Technology, Data & AI
Assess systems, compare providers and prioritise practical data and AI improvements around the needs of your business and team.
Leadership, Governance & Organisation
Clarify who decides and who delivers, strengthen governance and access experienced support through growth, change or leadership transition.