AI Systems Audit · Financial advisory firms
Find $70K - $200K
of automatable work in your financial advisory firm.
A 60-minute Omni AI Systems Audit with Sam McKay. We map the manual work eating your margin and show you the three AI agents that pay the audit back.
Free. No deck. No follow-up sequence.
Where the money goes
Three places we see financial advisory and wealth management firms bleeding margin
Most owners can name two of these. The third one is usually where the real money is.
Pain 1
Meeting prep and notes
Advisers spend hours preparing for client reviews and writing them up afterwards. Time the firm cannot bill.
5-10 hours per adviser per week
Pain 2
Compliance documentation
SOA, ROA, and file notes consume paraplanner time. Cycle times stretch into weeks.
$3K-8K of paraplanner cost per advice document
Pain 3
Client onboarding and KYC
Document collection, fact-finding, and risk profiling drag on. New clients lose momentum.
30-60 day onboarding is the norm
What we'd build
Three AI agents tuned for financial advisory firms
Not generic 'automation'. Named agents that replace specific work you're doing right now.
Meeting Prep Agent
Pulls portfolio data, recent comms, and goal progress into a one-page brief the adviser reads before every client meeting.
Advice Document Agent
Drafts SOAs, ROAs, and file notes from meeting transcripts and the firm's compliance template.
Client Onboarding Agent
Runs a guided fact-find with new clients, collects KYC docs, and prepares a clean onboarding pack for the adviser.
The offer
60 minutes. Three outputs. No deck.
I run two of these every day with owners who look like you. Here's exactly what you walk out with.
01
A map of your manual work
Every recurring task in your business that an AI agent could realistically take over, ranked by hours and dollars.
02
A short list of agents to build
The two or three highest-leverage AI agents to build for you, with rough scope and pricing.
03
The maths
What it costs to build, what it saves once it's running, and the realistic payback window for your size of firm.
What happens on the call
The 60 minutes, broken down
15 min
How your firm runs today
Team size, who does what, where the bottlenecks are, what tools you're already on. No system access needed. Just a conversation.
30 min
Mapping the manual work
We walk through every recurring task in your business and rank them by hours, dollars, and how cleanly an AI agent could take them over.
15 min
The plan
I show you the two or three agents I'd build, in what order, with rough pricing and the maths. You take it and do whatever you want with it.
Why Sam, why now
I built Enterprise DNA from a one-person data education company into a platform serving 220,000+ professionals across 50+ countries. Now we build AI agent workforces for businesses that need to scale without hiring. The audit is the front door. If we're a fit, you'll know inside the hour.
— Sam McKay, founder, Enterprise DNA
Five things people ask before they book
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Ready to find $70K - $200K
of automatable work?
One hour. With me. No deck, no slides, no follow-up sequence.