Error Prevention

The Million-Dollar
Typo

You put Mr. Henderson's name on Mrs. Chen's portfolio review. She noticed. Her $1.8M noticed too—on the way out the door.

The Presentation You Sent

4:47 PM on a Friday. You were rushing. You missed it.

Q3 Portfolio Review3 ERRORS

Dear Mr. Henderson Mrs. Chen,

Thank you for your continued trust in our wealth management services. Your portfolio performed well this quarter, returning 7.3% against the benchmark.

Based on your aggressive growth investment profile and 15-year time horizon...

✗ Wrong client name
✗ Wrong return figure (should be 4.8%)
✗ Wrong risk profile (she's conservative, 5-year horizon)

The Errors That Cost You Clients

You're not careless. You're overwhelmed.

Wrong Name

Copy-paste from the last client. Forgot to change it. They noticed instantly. Trust: shattered.

Cost: $1.8M AUM lost

Wrong Numbers

Pulled data from wrong quarter. Client's actual return was 4.8%, not 7.3%. Now they think you're hiding something.

Cost: Compliance review

Wrong Profile

Conservative client seeing "aggressive growth" recommendations. They panic. They call your compliance officer.

Cost: Suitability complaint

Outdated Template

Last quarter's format. Old disclosures. Compliance updates you missed. One more thing that erodes confidence.

Cost: Regulatory risk

The True Cost of "I'll Fix It Next Time"

$1.8M
AUM walked out
20 yrs
Relationship lost
3
Referrals that died
$720,000
Lifetime revenue lost from one typo

Eliminate Human Error

Data-driven presentations. Zero copy-paste. Zero typos.

Auto-Populated Data

Client name, portfolio data, risk profile—pulled automatically from your source. No copy-paste. No errors.

Built-In Validation

Data mismatches flagged before send. Risk profile inconsistencies caught automatically. Errors stopped.

Audit Trail

Every presentation logged. Every data point traced. Compliance loves you. Regulators have nothing to find.

Never Send Another Wrong Name

Presentations built from data, not copy-paste. Error-free. Every time.

Create Error-Free Presentations