how we can Help your business

Process Design & Optimisation


Experience a smoother, more efficient way of working. Our Process Optimisation service fine-tunes your processes and drives efficiencies, freeing you up to focus on what you do best.

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How we help.


Whether your business has experienced sustained growth and lost focus on the impact on your processes, you've recently acquired a new business and need to integrate it into an existing business structure, or you're launching a business and want to ensure your processes mean you can hit the ground running, we're here to help.

As part of our Process Design & Optimisation service, our consultants will work with you to define the scope of the assignment and educate themselves on your current processes before moving on to identify opportunities for improvement.

By doing so they'll help you reduce costs, improve quality and ensure you've optimised the use of all your resources, putting you in the best possible place for the future.


Working with firms on their processes is in our DNA and we've many examples of how we've improved efficiency and user experience:

  • Evolved manual case selection process for file reviews to become an automated process saving over 10 FTE for a large wealth manager

  • Reviewed and introduced RPA across a number of administrative processes within a financial services administration team

  • Introduced Salesforce workflow to improve SLA adherance within a financial advice firm's advisor helpline

  • Designed and implemented necessary business submission process changes required for a FTSE100 to adapt to the evolution of Defined Benefit pension regulation

  • Supported an IFA firm in re-designing their processes to ensure their Investment Committee could evidence sufficient oversight of platform, portfolio and fund selection decisions

Ad-hoc Consultancy


Starting from per hour

  • Book in time based on availability

  • Ultimate flexibility

  • No minimum commitment



Starting from per month

  • Guaranteed access to our experts

  • Pre-agreed hours

  • 48-hour response time



Starting from per day

  • Tailored to your needs

  • Transparent pricing model

  • Fixed fee or day rate

learn more about Adeptli

Meet the Consultants

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Meet the driving forces behind Adeptli – A team with unrivaled knowledge and diverse expertise in financial services, wealth management, marketing, and technology. It's this unique blend of professional skills that enables us to provide quality solutions to help your business thrive.

We're here to make a difference, combining our knowledge and enthusiasm to drive your success.

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