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Fintech
Scale Finance: 40 hours/week saved with AI automation — team refocused on growth
⏱ Delivered in 8 weeks
40hrs
Saved per week by the operations team
£96k
Annual cost savings from automation
98%
Accuracy rate on automated reports
6 days → 4hrs
Client onboarding time reduction
The Challenge
Scale Finance's operations team was drowning in manual reporting, client onboarding, and compliance documentation. They were spending 40+ hours per week on tasks that should have been automated — at a cost of over £8k/month in analyst time.
Our Approach
Mapped every manual process over 4 days. Built a Make.com automation stack that handled client onboarding, report generation, and compliance documentation. Integrated with their existing Salesforce, DocuSign, and accounting stack. Trained the team with SOPs.
What We Delivered
✓Process mapping & audit
✓14 Make.com automation flows
✓Salesforce integration
✓Client portal automation
✓Team training & SOPs
"We used to joke that we needed a 6th analyst. After the automation project, we didn't need one — and our existing team finally had time to think."
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