Financial advisory firm administration
Coordinate business inquiries, scoping meetings and advisory service engagements. Retain administrative agreements without automating financial decisions.
How Makinari helps Financial advisory firm administration
A financial advisory firm serving businesses needs to identify who requests the service, the scope sought and who can confirm the engagement. CRM records those administrative details and Channels retains authorized conversations. A connected calendar coordinates a meeting; CMS helps draft a service proposal for review by the responsible professional.
Revenue Operations links contracted services and reviewed invoices to the account. Investment recommendations, risk assessment and sensitive financial documents remain in the firm's specialized processes and systems. This workflow does not perform KYC, validate suitability or recommend products. The team reviews messages, scope and data access before sharing any document.
Key Workflows
- Record the requesting company, declared scope and engagement contact without copying sensitive financial files.
- Coordinate a meeting and prepare an administrative proposal draft for the responsible adviser’s review.
- Link the accepted service to commercial documents and an invoice after confirming scope and terms.
Potential operational benefits
Better documented service engagements and more continuous account follow-up, keeping financial decisions with professionals.
Results depend on your process, data quality and configuration.
Recommended modules
CRM
Contacts, accounts and opportunities with a shared history.
Channels
WhatsApp and email conversations in a shared inbox.
CMS
AI-assisted content creation, review and publishing.
Revenue Operations
Orders, reservations, inventory, invoices and financial records.
Reporting
Sales, costs, campaigns and agent activity.
Reports for your business
Based on the data you record and connect; these are operational reports, not industry benchmarks.
Meetings Scheduled
Review recorded commercial meetings to decide advisory team availability, without evaluating recommendations.
Leads Contacted vs Active
Check which requesting companies have recorded contact and prioritize pending administrative follow-up.
Sales Breakdown by Category
Compare recorded sales by service category to review the firm’s offering, not investment performance.
Related use cases
Corporate training providers
Turn a business training need into reviewed scope and a group proposal. Coordinate the HR buyer, trainer and service administration.
Corporate group and event hotel sales
Coordinate business purchasing of group stays and event services. Bring requirements, stakeholders and proposals together before confirming hotel commitments.
Agency retainer operations
Keep each monthly service scope, pending approvals and account review visible. Connect agreements, content and commercial administration.