Revenue agent automates revenue lifecycle management for wealth managers
We've partnered with seasoned operators at FinOps Partners to bring billing, collections, investigations and reporting into one revenue lifecycle, with people in control of the decisions.
A whole job.
A few human moments.
FinOps’ team of Corient and McKinsey operators have decades of experience solving Wealth's most elusive operations challenges. We've partnered to combine their expertise with Boagent's governed financial operations agents to achieve proven and unprecedented firm wide results.
Get from earned revenue to billing faster.
Reduce the manual preparation behind each cycle with recurring fee checks and billing work ready for your team to approve.
Fewer billing errors. Faster resolution.
Find the cause of billing differences across systems and review corrections with the evidence already assembled, instead of starting another investigation by hand.
Grow capacity without growing busywork.
Automated follow-ups, reminders and record updates give advisors and operators more time for clients and the decisions that need their judgment.
Know what is paid, pending and resolved.
Bring billed, collected and outstanding revenue into one report, with tracked actions and approvals that keep the team informed without chasing updates.
The film shows a demonstration environment and sample data. Your workflow, policies and sources are configured with your team.
See it for your team