Different trades, the same back office.
Every business has the same work behind each sale: forms, follow-up, matching, billing and reports, usually done by hand or sent to an outside team. Pick your line of work to see what that looks like for you, in your own terms.
Industries
Money and advice
- Accounting and tax firmsGet through busy season without hiring another staff accountant.
- Capital advisory firmsRun more mandates with the same deal team.
- Wealth management firmsServe more households without adding another client service associate.
- Insurance carriers and agenciesWork every renewal 120 days out, not 10.
- Mortgage lenders and brokersClose loans faster without adding processors.
- Business lenders and loan brokersAnswer every applicant the same day.
Industries
Professional firms
Industries
Operations
Your trade is not on the list?
The test is the same everywhere: work that follows a checklist and arrives as email, documents or spreadsheets. Tell us what your team does all day.
info@16x9.ai