how we can Help your business

Technology Implementation and Embedding


We use technology everyday in our businesses, but if we are truly honest, do we ever take a step back to consider whether we are getting the best out of the tech at our disposal? Or even if the tech we're using is actually the best solution for the job?

Technology is ever evolving and it is more important than ever to stay ahead. When used correctly it can truly transform businesses, but use it incorrectly and it can become a hinderance...that's where we come in.

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How we help.


We can review your existing tech solutions and how you're using them. We'll help you understand how to either maximise the tools you already have at your disposal or look at new ones to help take your business to the next level.

Once we've identified the right solutions for you, we'll work with you to understand how it impacts your existing processes and your clients. We can help with providing implementation support, process analysis, change management and even training to ensure your business only experiences the positives of the technology revolution.


Our consultants have led on numerous technology projects and initiatives, including:

  • Identified and developed an automated suitability report writing solution, before managing the rollout to nearly 10,000 users

  • Evolving a manual case selection process for file reviews to be replaced by a technology solution 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

  • Designed and implemented an automated solution for extracting existing plan information and producing charges comparisons which led to 1,000s of hours being saved within a firm's file review process

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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