Services
Financial Operations Optimization
Keep your back office efficient, compliant, and client-focused.
We streamline the operational side of your business so you can scale with confidence.
We handle the operational side so you can focus on building client relationships.
•New client onboarding & CRM Management
•Document collection and processing
•Compliance & account maintenance support
•SOP development & workflow design
AI Solutions for Financial Firms
Leverage the power of AI to work faster, smarter, and with fewer errors.
We design custom AI workflows tailored to your firm’s needs—from daily task automation to fraud alerts.
•Automating key workflows & repetitive tasks
•Fraud detection and risk alerts
•AI-powered reporting & data organization
•AI tools training & integration support
Add-On: AI-Powered Compliance & Risk Management
Stay ahead of regulations with smart, automated compliance support.
Regulatory reporting and risk management shouldn’t slow your firm down. This add-on equips your team with AI-powered tools and workflows designed to simplify compliance, reduce risk, and keep you audit-ready—all without adding headcount.
•Automated workflows for Form ADV, Form CRS, AML, and other filings
•Risk monitoring dashboards to flag suspicious activity
•KYC/AML tools integrated with your CRM or client onboarding systems
•Compliance chatbot trained on your firm’s policies and SEC/FINRA rules
•Audit-ready templates and digital audit trail automation
Why Clients Work With Us
•We Understand the Financial Industry – With deep experience in financial operations and compliance, we speak your language.
•We Make AI Approachable – You don’t need to be a tech expert. We build smart, simple automations tailored to your workflows.
•We’re Detail-Oriented – From onboarding to outreach, we help you stay organized, compliant, and ahead of the curve.
•We Value Relationships – We partner with our clients, providing hands-on support that grows with your firm.
“At SLWW Group, we believe financial firms shouldn’t be buried in paperwork and manual processes. With the power of AI, we help RIAs and financial firms streamline operations, automate workflows, and focus on what truly matters—serving their clients. My mission is to bridge the gap between finance and technology, making AI practical and accessible for firms ready to scale efficiently. Let’s build the future of financial operations together.
— Stacey, Founder of SLWW Group”
Not sure where to start?
We’ll help you identify the best opportunities for automation and optimization based on your current systems and goals.