Nintex helps Equilibrium to improve processes across the business
UK-based wealth management firm is using Nintex Promapp to improve processes across the business.
Equilibrium Financial Planning has over 25 years of history providing wealth and investment management services to clients in the United Kingdom. The organization is dedicated to serving its clients and developing long-term financial plans that positively impact their lives.
As Equilibrium’s client based grew over 1,200 managed accounts, the company recognized the need for structured processes in order to maintain the highest standard of customer service. The firm needed a documented approach to processes that would ensure processes were managed appropriately and executed consistently and accurately.