Less chasing, cleaner files, more time for clients
We help financial services firms run onboarding, fact finds, advice workflows, loan pipelines and compliance reviews in one connected system, so nothing waits on someone's inbox.
From enquiry to advice, without the chasing
Example- ClientEnquiry receivedDone
- AdminFact find sentDone
- ClientDocuments uploadedIn progress
- ParaplannerAdvice preparedUp next
Updated automatically as each step is done
In short
Great Finance is our practice for Australian financial services firms. We map how your client work moves from enquiry to ongoing service, then use monday.com, automation and integrations to remove the chasing, double entry and manual file checks that slow advice, lending and accounting teams down.
We know your world
What slows your team down
Chasing documents
Fact finds, payslips, statements and signatures arrive by email over weeks, and someone has to track what is still missing.
Advice and loans stall between steps
A Statement of Advice or loan application moves between adviser, paraplanner, admin and client. Without a clear pipeline, it waits in someone's queue.
File reviews are manual
Checking files are complete before a review or audit means opening each one and ticking boxes by hand.
Systems that don't share data
Client details are typed into the CRM, the planning software and the accounting system separately.
See it in action
From enquiry to advice, without the chasing
- 1ClientEnquiry receivedCaptured from the website, email or phone.
- 2AdminFact find sentOnline form goes out automatically.
- 3ClientDocuments uploadedReminders follow up until everything's in.
- 4ParaplannerAdvice preparedStarts as soon as the file is complete.
- 5AdviserSigned and filedE-signature, with the file ready for review.
- 6PracticeOngoing review bookedNext review scheduled automatically.
Key workflows
What we automate
Client onboarding & fact find
Online forms, automatic reminders and a clear checklist of what is outstanding.
Statement of Advice workflow
Every SOA tracked from fact find to presentation, with hand-offs between adviser, paraplanner and admin.
Loan application pipeline
Applications tracked from enquiry to settlement, with lender conditions and deadlines visible.
Compliance file reviews
File completeness checks and review schedules managed in one place.
Document collection & e-signature
Clients upload and sign online, without emails going back and forth.
Accounting work tasks
BAS, PAYG, IAS and SGC work scheduled, assigned and tracked across the practice.
Who we work with
Lending
- Mortgage brokers
- Commercial and asset finance brokers
- Aggregators
Advice
- Financial advisers and planners
- Paraplanners
- Insurance and risk advisers
- Licensees and dealer groups
Accounting
- Accountants and tax practices
- Bookkeepers
- SMSF administrators and auditors
- Payroll bureaus
Wealth and investment
- Wealth managers
- Family offices
- Fund and investment managers
Don't see your business? If your teams hand work to each other, we can probably help.
FAQ
Common questions
Is monday.com suitable for financial services firms?
Yes, when it is set up properly. We design the structure, permissions and workflows around your practice, and integrate it with the systems you already rely on.
Can you help with compliance?
We help you run compliance processes consistently, keep records organised and see what is outstanding. We don't provide legal or compliance advice, so your obligations should be confirmed with your licensee or advisers.
Do you work with multi-division firms?
Yes. We can design one connected system across lending, advice and accounting divisions, with the right access for each team.
Can clients upload documents and sign online?
Yes. Online forms, document upload and e-signature are common parts of the workflows we build.
Talk to us about your practice
Book a discovery call and we'll talk through where your team is losing time.