GoldenTree Wealth Partners:
Reclaiming Over 7,000 Work Days.
Discover how a nationwide CPA firm transformed its operations and unlocked massive efficiency gains with strategic workflow automation.
The Challenge: The High Cost of Manual Communication
GoldenTree Wealth Partners, a premier CPA firm, serves thousands of clients nationwide. Their manual client communication process for reminders, document requests, and follow-ups was creating a significant administrative bottleneck, consuming thousands of hours and limiting scalability.
A Staggering Time Cost
A single, common client communication workflow—consisting of 15 emails, 15 SMS messages, and 7 voicemails—took a staff member 2 hours and 28 minutes to complete for just one client. This massive drain on resources pulled expert staff away from high-value advisory work and hindered growth.
Your New Growth Engine
Velocity 360 isn't just another tool. It's a comprehensive, active lead generation and sales conversion system designed to deliver real results, fast.
The Solution: Intelligent Automation at Scale
GoldenTree partnered with us to design and implement a robust automation solution. The system was programmed to handle the multi-step, multi-channel outreach, ensuring every client received consistent, professional communication. The entire process, once taking hours, could now be initiated with a single click, allowing the team to focus on strategic financial planning.
The Results: Transforming Time into Value
By automating one core workflow for 22,977 clients, GoldenTree Wealth Partners unlocked monumental efficiency gains.
7,084
Work Days Saved
Equivalent to over 27 years of full-time employee work.
850,149
Touchpoints Automated
Ensuring consistent and timely client communication at scale.
15%
Email Open Rate
Achieved on automated email campaigns, boosting client engagement.
Ready to Transform Your Firm's Efficiency?
Let our team of experts build the automation systems you need to scale your operations and focus on what matters most.