Selected work. Advice portals, operating models, CRM, workflow and AI delivery—built inside the constraints of real advice businesses.
Published outcomes
Proof in the operating layer
These are selected, anonymised delivery outcomes published through Luminair Capital.
01 / Portal product
Advice portal and onboarding layer
Constraint
Client information, documents and next actions were fragmented across forms, email and internal systems.
Operating approach
Connect secure identity, client data capture, document exchange, CRM records, adviser visibility and task routing as one product.
Result
A calmer client experience, clearer staff handoffs and a published 45% reduction in onboarding time.
02 / Workflow visibility
Automation that exposes the work
Constraint
Delivery status lived in inboxes, individual task lists and team memory. Leaders could not see bottlenecks early.
Operating approach
Define ownership and lifecycle states first, then add task routing, SLA signals, exception handling and reporting.
Result
Less manual coordination, 30% less administrative drag and six teams operating from the same view.
03 / CRM architecture
CRM as an operating model
CRM work starts with relationships, advice stages, ownership and reporting—not a field list. I shape the client and household model, advice pipeline, integration boundaries and lifecycle events so the platform can support the firm after launch.
Current executive work includes technology leadership at Verse Wealth, alongside founder-led delivery through Luminair Capital.
04 / AI workflows
Small, auditable leverage
The useful AI layer is rarely one large assistant. It is a set of controlled micro-workflows around meeting preparation, review preparation, summarisation, document follow-up, missing-information checks, knowledge retrieval and task routing.
Each workflow needs a clear source, owner, review point and failure path. The objective is less operational drag without blurring adviser judgement or accountability.
How the work moves
- 01Map
Trace the client journey, staff workflow, data ownership and constraints.
- 02Shape
Define the product, architecture, decision rights and smallest durable release.
- 03Ship
Build, integrate and test with the people who will operate it.
- 04Steady
Watch adoption, resolve edge cases and leave the team with a maintainable system.
Bring the constraint
Most work remains anonymised because it sits inside live advice businesses. If you have a portal, CRM or workflow problem, send the current state and the outcome you need.