michelle.butler.0's avatar
michelle.butler.0
Active Interactor
1 month ago

Why is Fund & Insurance Research still so manual?😤

Efficiency isn’t optional anymore so why are we still doing this the hard way?!

If you’re still using manual forms while juggling calls with Fund Managers and Insurance Companies like me, we are leaving hours on the table.

In 2025, efficiency isn’t optional it’s essential. So, I’m curious:
✅ What tools or workflows have helped you speed up fund & insurance research?
✅ Are you still sticking with the traditional manual approach?
✅ Or have you found tech that actually delivers on its promise without sacrificing compliance or quality?

I am passionate about creating peace of mind through smarter processes but I’d love to hear from YOU. Share your wins, frustrations, or ideas in the comments. Prefer a private chat? Send me a message, I’d love to connect and swap insights.

Shell 🤖

Sinnesro Virtual Assist

 

research
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