The Financial-Review desk that runs itself
A several-billion-dollar RIA turned its hardest weekly workflow — the client Financial-Review packet, hand-assembled from four-plus disconnected systems — into a hands-off Nexhelm protocol. It went from design partner to a paid, partner-approved subscription, and from 3 to 8 seats in about eight weeks.
“Oh my gosh — this is exactly what we wanted. I love the way you mapped it out.”
Before Nexhelm, an associate spent days assembling each ~20-field packet by hand — pulling balances and required distributions from the custodian, reconciling them where systems disagreed, checking the plan and the tax picture, then drafting the agenda from prior notes and every email since the last review. The insight was never the constraint; the assembly was. Nexhelm now maps each field to its real source of truth, builds the finished packet end to end, verifies it, and drops it in SharePoint — before the advisor asks.
| Production | 120 runs · 222 packets · 600,922 records synced · 0 failed. |
| Leverage | One associate now covers 3–4× the client load (≈0.5–0.9 FTE). |
| Cycle time | Days of manual assembly → a ~20-minute hands-off run. |
The origination desk that fills its own pipeline
An M&A advisory firm runs its deal-origination outreach as a Nexhelm protocol — weekly target lists become paced LinkedIn outreach, automatic follow-ups on every accept, and a morning brief of warm responses in the managing director's inbox. In its first four weeks: 233 prospects contacted, 49 connections, 11 replies — every one converted to a meeting.
Before, origination meant working the list by hand — sending invites one at a time, losing track of who accepted, and following up late or not at all. The pipeline only grew when someone stopped deal work to push it.Nexhelm now ingests each week's target list, paces connection requests across the team's seats, detects accepts, sends the follow-up sequence, and rolls every reply into the daily brief — the pipeline fills while the team works the deals.
| Production | 4 weeks · 233 prospects outreached · 49 connections accepted (21%) · 34 follow-ups sent · 11 replies (32%). |
| Conversion | Every reply converted — 11 replies, 11 meetings booked. |
| Output | A daily brief of new connections and replies, in the MD's inbox before the day starts. |
The bottleneck is not insight. It is execution. Nexhelm removes it.
