Case studies
See how advisers like you are using the platform to save time, strengthen client relationships, and compete with Institutions.
Competing with Institutions
Competing with Institutions
Harper & Co., a mid-sized London firm, kept losing prospects to nationals with sleek client apps. By launching their own branded app, they transformed how clients saw them and quickly turned tech from a weakness into a strength.
Saving Time & Compliance
Saving Time & Compliance
Lan Advisors were drowning in spreadsheets, chasing compliance deadlines, and wasting hours each week. Moving to an automated platform gave them clarity, saved time, and finally created a stress-free audit trail.
Building Client Relationships
Building Client Relationships
Independent adviser Andy, wanted to deliver more personal touches but couldn’t keep up with every milestone. With Smart Notifications, she strengthened relationships, delighted clients, and grew referrals - all without extra work.
Frequently asked questions
Have questions? We’ve got answers.
What challenge did the firm face before using iAdviser?
Each case study starts by describing the firm’s main pain points, such as admin overload, compliance risk, or client engagement struggles.
How did iAdviser help solve the problem?
The case studies explain how the platform was applied, automating admin, simplifying compliance, or giving firms a branded client app.
What measurable results were achieved?
We include real outcomes such as hours saved, improved compliance confidence, stronger client relationships, or new business won.
How quickly did firms see results?
Most reported tangible improvements within the first few weeks, especially in admin efficiency and client experience.
Do case studies cover different firm sizes?
Yes. We highlight independent advisers, boutique firms, and mid to large-sized practices so you can see examples that reflect your own situation.
Are the case studies region-specific?
We showcase firms from multiple regions. If you’d like more local examples, our team can provide them on request.
What common themes appear across the case studies?
The most consistent outcomes are saved time, smoother compliance, stronger digital credibility, and more engaged clients.
How do these stories apply to my firm?
The challenges and results are common across the industry. Even if the details differ, the lessons apply broadly to advisers and firms of all sizes.
How do you protect client confidentiality?
Firm names or details may be adjusted, but all outcomes and figures reflect real experiences.
Can my firm be featured in a case study?
Yes. We regularly publish new stories and welcome firms who want to showcase their success with iAdviser.
Frequently asked questions
Have questions? We’ve got answers.
What challenge did the firm face before using iAdviser?
Each case study starts by describing the firm’s main pain points, such as admin overload, compliance risk, or client engagement struggles.
How did iAdviser help solve the problem?
The case studies explain how the platform was applied, automating admin, simplifying compliance, or giving firms a branded client app.
What measurable results were achieved?
We include real outcomes such as hours saved, improved compliance confidence, stronger client relationships, or new business won.
How quickly did firms see results?
Most reported tangible improvements within the first few weeks, especially in admin efficiency and client experience.
Do case studies cover different firm sizes?
Yes. We highlight independent advisers, boutique firms, and mid to large-sized practices so you can see examples that reflect your own situation.
Are the case studies region-specific?
We showcase firms from multiple regions. If you’d like more local examples, our team can provide them on request.
What common themes appear across the case studies?
The most consistent outcomes are saved time, smoother compliance, stronger digital credibility, and more engaged clients.
How do these stories apply to my firm?
The challenges and results are common across the industry. Even if the details differ, the lessons apply broadly to advisers and firms of all sizes.
How do you protect client confidentiality?
Firm names or details may be adjusted, but all outcomes and figures reflect real experiences.
Can my firm be featured in a case study?
Yes. We regularly publish new stories and welcome firms who want to showcase their success with iAdviser.
Frequently asked questions
Have questions? We’ve got answers.
What challenge did the firm face before using iAdviser?
Each case study starts by describing the firm’s main pain points, such as admin overload, compliance risk, or client engagement struggles.
How did iAdviser help solve the problem?
The case studies explain how the platform was applied, automating admin, simplifying compliance, or giving firms a branded client app.
What measurable results were achieved?
We include real outcomes such as hours saved, improved compliance confidence, stronger client relationships, or new business won.
How quickly did firms see results?
Most reported tangible improvements within the first few weeks, especially in admin efficiency and client experience.
Do case studies cover different firm sizes?
Yes. We highlight independent advisers, boutique firms, and mid to large-sized practices so you can see examples that reflect your own situation.
Are the case studies region-specific?
We showcase firms from multiple regions. If you’d like more local examples, our team can provide them on request.
What common themes appear across the case studies?
The most consistent outcomes are saved time, smoother compliance, stronger digital credibility, and more engaged clients.
How do these stories apply to my firm?
The challenges and results are common across the industry. Even if the details differ, the lessons apply broadly to advisers and firms of all sizes.
How do you protect client confidentiality?
Firm names or details may be adjusted, but all outcomes and figures reflect real experiences.
Can my firm be featured in a case study?
Yes. We regularly publish new stories and welcome firms who want to showcase their success with iAdviser.