Signed Case 07 / Consumer financial advisory
More referral demand reached the right advisor.
Referral intake, lead routing, task creation, and calling were redesigned to reduce delay and increase advisor capacity.
400
weekly calls before
1,000+
weekly calls after
20+
team hours saved
01 / Baseline
The constraint before the work.
- Referral demand arrived through partner channels but required manual intake and follow-up.
- Routing and task creation depended on team memory.
- Advisor capacity was constrained by the operating work surrounding each conversation.
02 / Intervention
What changed in the operating system.
- Automated referral intake and ownership assignment.
- Created routing rules that sent leads to the relevant advisor.
- Connected tasks and calling to the lead record.
- Reduced the manual work required before and after each customer conversation.
03 / Verdict
The written verdict.
Weekly calling volume moved from about 400 to more than 1,000, while the source record reports more than 20 team hours saved. The page does not repeat the separate 60% claim because it conflicts with the stated before and after call volumes.
04 / Confirmed
Confirmed in the source record
What the evidence supports.
The source record supports the movement from 400 to more than 1,000 weekly calls and more than 20 hours saved.