In wealth management, precision isn’t optional. Atlas Fiduciary Financial,—founded in 2020 and managing a $220M+ portfolio—has rapidly become a trusted leader, offering fee-only, conflict-free guidance to high-net-worth clients.
However, as the firm scaled, their legacy CRM tools couldn’t handle the complexity of their financial services process management. They needed a modern solution that delivered process automation in financial services and true financial process management software capabilities.
Why didn’t CRMs work for your needs?
“We realized we were trying to fit a square peg into a round hole by using CRM tools for workflows. We needed a better system that could manage complexity while improving efficiency.”
Challenge: Outgrowing their CRM’s capabilities
Atlas Fiduciary Financial once relied on CRM software like Wealthbox for client data and communication. However, as client relationships multiplied, the limitations became clear:
Their biggest pain points included:
- Rigid workflows: The CRM’s fixed task flows couldn’t support multi-step, conditional financial processes.
- Compliance risks: Manually maintained audit trails were time-consuming and error-prone.
- Manual task tracking: Without automated notifications, team members had to log in daily to check pending tasks, leading to missed deadlines.
- Fragmented communication: Siloed details across platforms led to inconsistent client interactions.
- Workflow disruptions: Security features like automatic account logouts disrupted task completion and reduced efficiency.
- Lack of integration: Tools like email marketing, scheduling software, and document signing systems didn’t connect, forcing manual data entry across multiple platforms.
Atlas needed a Atlas needed a solution that could streamline workflows, bring in automation, and support compliance-friendly recordkeeping, all without sacrificing flexibility.
Solution: Implementing Process Street for scalable & automated workflow management
After careful research, Atlas Fiduciary Financial chose Process Street to overhaul their operations. Unlike traditional CRMs, Process Street offered customizable workflow automation built for complex financial processes. It gave the team the flexibility they needed to design and execute processes with precision.
Here’s how they solved key challenges with Process Street:
1. Custom workflow development
- Atlas mapped out core processes—client onboarding, financial plan development, and compliance tasks.
- Using Process Street’s conditional logic, workflows are automatically adjusted based on client type, ensuring personalized and error-free execution.
- Tasks dynamically appeared or were hidden based on user input, keeping workflows clean and focused.
2. Enhanced task management & collaboration
- Automatic task assignments and notifications replaced manual tracking.
- Every task came with clear instructions, embedded documents, and checklists to keep execution consistent.
- Their Florida and New Jersey offices worked in sync, without endless calls or manual follow-ups.
3. Automated data syncing for real-time workflow management
- Process Street connected with Atlas’s existing tools via Zapier, automating data flow between their CRM, email marketing software, and scheduling platforms.
- New client onboarding workflows automatically populated CRM records and scheduled client calls in Office 365.
Results: From 20% task errors to just 2%—improving consistency, compliance, & client trust
By switching to Process Street, Atlas Fiduciary Financial achieved significant operational improvements:
- ✅ Error reduction: Task errors dropped from ~20% to just 2–3%.
- ✅ Time savings: Employees saved an average of 30 minutes per day (2.5 hours per week), allowing them to focus more on client relationships.
- ✅ Workflow consistency: Every process was formalized with structured checklists, preventing overlooked steps.
- ✅ Better collaboration: Real-time workflow dashboards improved team coordination across locations.
- ✅ Stronger compliance: Archived workflows created an automatic audit trail, minimizing regulatory risks.
Why did you seek out a process management tool like Process Street?
“We realized things were falling through the cracks, so I researched solutions. I saw Process Street had the features we needed, and we’ve used it ever since.”
A Future-ready financial workflow solution
Looking ahead, Atlas plans to embed training videos into workflows, further simplifying employee onboarding and reinforcing process consistency. Process Street’s adaptable features continue to drive operational excellence and support their growth in a highly regulated industry.
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The post CRMs Failed Them, So Atlas Fiduciary Automated Their Way to Success first appeared on Process Street | Process & Project Management Software.
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