[
/customers
·
Wealth management
]
Oakmoor advisers cut manual statement uploads from 1,900 to 140 a month.
customer
Oakmoor
[ 01 ·
Statement uploads / mo
]
before sluice
1,900
→
after sluice
140
Figures reported by the customer, first full month after launch. Demo company and illustrative data.
[ 02 · in their words ]
Our advisers finally see the whole picture without chasing clients for paperwork.
Lucas Fontaine
Head of Digital, Oakmoor
Oakmoor is an independent wealth manager with advisers in France, Spain and Italy. To build a full picture of a client, advisers asked for statements from every outside bank.
Oakmoor added a Connect accounts step to its client portal. Sluice brings in balances from Crédit Rivière, Caja Almena, Union Ferro and others, refreshed daily.
Manual statement uploads went from about 1,900 to 140 a month. The remaining uploads are mostly from institutions outside Sluice coverage, which Oakmoor requests through the coverage page.
Advisers now open a client meeting with a net position that is at most a day old.
[
03
·
more customers
]
Other teams, other numbers.
Sluice® Template
$129 · one-time
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