The challenge
Bluebond's client journey has several stages, from first enquiry to putting a plan in place. Too much of it relied on manual effort.
WHERE THINGS STOOD
01Client data was re-keyed between forms, spreadsheets and reports
02Client documents were prepared by hand, one at a time
03Leadership wanted one live view of the business
04Marketing content needed careful compliance checks before it could go out
What we did
01
Zoho, done properly
01
Zoho One & CRM
CRM, Books, Desk, Bookings, Cliq, Projects, WorkDrive, Mail and Calendar, set up around how Bluebond works, from first enquiry to signed deal.
02
Creator & Deluge development
Custom apps where standard Zoho stops, including a deal creator that writes straight into CRM with contacts and roles attached.
03
Zoho training
Adviser and admin training, so the team uses the whole system every day, not just the parts they know.
02
AI that earns its keep
01
AI strategy & adoption
We worked out where AI helps in a specialist advice firm and where it doesn't, then rolled out Claude across the team with shared, company-specific skills.
02
Consistent client documents
AI helps advisers prepare client documents in a consistent, branded format, with an adviser reviewing every one.
03
Pre-publication compliance review
Marketing copy is checked against current rules and guidance before it goes out, with suggested wording fixes.
04
Content assistant
Blogs and articles in the firm's own voice, drawn from its knowledge base.
03
Senior tech, on call
01
Fractional CIO
We own the technology roadmap, supplier choices and data approach at director level, without the cost of a full-time hire.
02
Live dashboards
Finance and conversion for leadership; pipeline, meetings and chase lists for advisers; and each person's mail, chat, diary and tasks in one place.
03
IT & web services
Day-to-day IT support, plus management of the WordPress website and its content.
“DMIC is our technology partner in the truest sense. Our advisers spend more of their time with the families we help and less on admin, and every client gets clear, consistent guidance.”
Charles [Surname], Bluebond Tax PlanningDRAFT · AWAITING APPROVAL
The results
Advisers spend their time on clients, not on report admin
Client data entered once and carried through the whole journey
Live figures for leadership, with no month-end spreadsheet chasing
A consistent compliance check on every piece of published content