How long before we see something working?

Two to four weeks from assessment to a first automation running with your team.

What does it cost to get started?

Consultation and assessment are free; build work is quoted per scope before it starts.

Do we have to replace the systems we already use?

No. We build around what you already run. In most financial services engagements, the existing tools stay exactly where they are — we connect them and remove the manual steps between them.

What if our processes aren't documented?

That's normal, and it's part of the work. The first phase is sitting with your team and mapping how the work actually happens today — not how a manual says it should. You get that map whether or not you build anything with us.

Yes. Data stays inside your own systems and accounts wherever possible, access is limited to what an automation genuinely needs, and everything we build is documented so your team can audit it. We're a Canadian firm and can keep data in Canada where that matters to you.

All Industries

INDUSTRY / FINANCIAL SERVICES

Financial Services live on accuracy. We help you keep it without the manual cost.

Cut onboarding and reporting time by 30–50% and get a single view of each client across CRM, custodian and documents — first automation live in 2–4 weeks.

For advisory firms and back-office leads carrying compliance-heavy work on spreadsheets and manual reconciliation.

Book a Consultation See what we'd automate

Nearly 30 years in operations
Canada & US
No enterprise overhead

THE REAL CHALLENGES

What slows Financial Services operations down

Manual Data Handling

Data handling and reconciliation are done manually across systems.

Fragmented Operations

Operations and reporting tools are fragmented and rarely connected.

Compliance Burden

Compliance and audit-related administrative work consumes senior time.

Reporting Delays

Delays in reporting slow down decision-making at every level.

Spreadsheet Reliance

Heavy reliance on spreadsheets and manual workflows introduces risk.

BEFORE & AFTER

How financial services work runs today — and how it runs with Garo

Today

With Garo

Reconciliation done by hand each cycle

Data aggregated and reconciled automatically, breaks flagged

Client onboarding stretched across days of paperwork

Onboarding driven by a workflow with documents handled for you

Compliance evidence assembled at audit time

Evidence captured as work happens

Reports built in spreadsheets, always slightly behind

Live dashboards leadership and advisors share

Key knowledge living in one person's workbook

Documented, auditable processes anyone can run

WHAT WE BUILD

Automation and AI solutions for Financial Services

Data & Reconciliation Automation

Automate data aggregation and reconciliation across systems.

Reporting & Compliance

Streamline reporting and compliance processes end-to-end.

AI Document Processing

AI-assisted document and transaction processing.

Approval Workflows

Workflow automation for approvals and client interactions.

Real-Time Dashboards

Improved visibility through live operational dashboards.

TYPICAL RESULTS

What financial services clients see after working with Garo

30–50%

Reduction in onboarding and reporting time

Single view

Of each client across CRM, custodian, and documents

2–4 weeks

From assessment to first automation live with your team

Results vary based on scope and existing systems. These reflect typical outcomes from Garo engagements.

FREE OPERATIONS REVIEW

Tell us your biggest bottleneck. We'll tell you what we'd automate first.

A Garo analyst reviews your financial services operations and comes back with the two or three places automation would pay off fastest. No cost, no obligation, no sales script.

Response within one business day
A specific starting point, not a pitch deck
Built on the systems you already use

HOW WE ENGAGE

From first conversation to running automation

Assess Your Operations

We spend time with your team to understand how your business actually works — systems, workflows, and where the friction is.

Design & Build

We design the automation, integrate with your existing tools, and test thoroughly before anything goes live.

Monitor & Improve

We stay involved after launch, tracking performance and refining as your operations evolve.

GARO DISCOVERY TOOLSoon

Not sure where to start in your financial-services operations?

The Operations Discovery experience for Financial Services is coming soon. In the meantime, book a consultation and we'll walk you through your operations directly.

Book a ConsultationOperations Discovery for Financial Services is launching soon.

QUESTIONS

What financial services teams ask us first

Let's talk about your financial-services operations.

Garo works directly with your team — no enterprise overhead, no generic solutions.

Book a Consultation Explore Services