For Heads of Operations
Same team. More clients. Faster onboarding.
Compress the document-heavy parts of your service model. Your team gets capacity for the work growing the firm.
Built for FCA-regulated advice. Every output citable. Human review built in.
What operations leads see in the file
24:02 · Client
“The SIPP is around seven hundred and thirty-seven thousand — that’s the latest from AJ Bell.”
31:08 · Client
“I’d be uncomfortable losing more than ten percent in a bad year.”
Does this sound like your week?
- Onboarding takes 4 to 12 weeks. You stopped pretending this is fine.
- You will not find paraplanners to hire. No one will.
- Every new adviser costs another 0.5 paraplanner in back-office load.
- You quote fixed fees on unpredictable effort.
What Chunkbase does for operations leads
Primary for this seat
Onboarding compression
Upload documents. Structure client data. Flag missing items. See client fit before committing full onboarding resources.
Annual review throughput
Pre-populated review packs. Same team, more capacity for reviews without proportional headcount growth.
File-check automation
More sample coverage. Less cost per check. Evidence assembly in minutes.
Every firm we speak to is trying to serve more clients without proportionally growing headcount. The constraint is almost always the document-heavy parts of the service model.
The 2026 Benchmark is measuring cost-to-serve and time-per-workflow across UK advice firms for the first time.
Contribute to the benchmark →Before and after Chunkbase
Client onboarding
4 to 12 weeks. Document collection, data entry, chasers, version confusion. Week 8: client’s assets fall below your minimum.
Documents in. Data structured. Missing items flagged. Client fit visible from day one.
Annual reviews
Full day per review. 200 reviews. Constant backlog.
Pre-populated packs. Same team. Capacity for the backlog instead of growing headcount.
Scaling the team
Every new adviser needs 0.5 more paraplanners. Hiring takes months.
New advisers onboard faster. Existing paraplanners handle more volume.
Questions operations leads ask us
Help shape the workflow your team actually needs.
Design partners get early, hands-on access and help shape what we build. You bring a real workflow; we adapt the product around how your firm actually works. No cost, no long contract, just regular feedback. We’re taking on a small number of UK wealth management firms.
