Time4Advice delivers Curo, a Microsoft Dynamics-based CRM platform built specifically for financial advisers and their clients. The platform supports the adviser journey from onboarding and reviews through valuations, suitability reporting, regulatory processes, and client communications.
To scale increasingly complex document requirements without introducing fragmented add-on tools, Curo embedded Experlogix Document Automation directly into its Dynamics-based platform.
- Reduce complex document generation time by more than 90%.
- Generate 6–8 documents in one automated action.
- Create documents directly inside Curo without switching systems or exporting data.
- Turn large, multi-level Dynamics datasets into structured financial documents.
- Generate consistent client-facing valuations and suitability reports.
- Support enterprise-scale document production across Curo's client base.
- Meet 80–90% of typical document needs at implementation through the HeadStart suite.
- Reduce reliance on separate reporting and document-generation tools.
Challenge
As Curo's client base expanded, the volume and complexity of financial documentation grew with it. Advisory firms depended on the platform for accurate, timely, and compliant communications, including complex valuations and suitability reports.
Those documents could require hundreds of data points across accounts, plans, assets, withdrawals, and transaction histories.
Curo wanted to increase document performance without forcing financial advisers to manage disconnected reporting tools, additional vendors, separate integrations, or unfamiliar workflows.
Valuations and suitability reports could require hundreds of data points from multiple levels of CRM information.
Increasing client adoption created greater demand for scalable document generation.
Financial advisers needed consistent client-facing documents that supported regulatory processes.
Separate reporting and automation tools could introduce more vendors, integrations, costs, and user complexity.
Financial account and plan information contributes to personalized client documents.
Investment and asset data can be incorporated into valuations and reporting.
Transaction-related information can influence generated financial documentation.
Large historical datasets can be filtered and assembled into structured outputs.
Solution
Curo selected Experlogix Smart Flows as its embedded document automation technology based on performance, scalability, and its ability to integrate directly with the Microsoft Dynamics architecture underlying Curo.
Rather than placing document automation beside the CRM, Curo made it part of the platform experience. Advisers and administrators can generate documents from within Curo without exporting data or moving into another application.
Experlogix aligns directly with Curo's Dynamics data structures and workflows.
Users can trigger complex document generation from within the CRM with a single action.
Large datasets are filtered and assembled automatically into structured documents.
Automated flows can generate, package, and route multiple documents instead of processing them individually.
An adviser or administrator starts document generation directly inside Curo.
Smart Flows accesses the relevant accounts, plans, assets, transactions, and related information.
Experlogix filters and assembles the data into the required client-facing outputs.
Multiple documents can be produced, packaged, and routed through one automated flow.
Curo created a standardized HeadStart suite of approximately 25 document templates covering key lifecycle stages from onboarding communications through regulatory reporting and suitability documentation.
Delivered at go-live, the suite typically meets 80–90% of a firm's document requirements immediately. Most customers can focus on branding and smaller refinements instead of building their document environment from scratch.
Learn more about Experlogix workflow automation und Document Automation für Microsoft Dynamics 365.
Result
Embedding Experlogix directly inside Curo significantly changed the speed and scale of document generation across the platform.
Complex reports that previously required 10 to 15 minutes to generate were reduced to under 60 seconds, representing a 90–93% reduction in generation time and a 10–15× improvement in speed.
Complex financial reports dropped from 10–15 minutes to under 60 seconds.
Smart Flows replaces one-at-a-time document generation with multi-document workflows.
Curo supports approximately 40,000 generated documents per month across its client base.
An individual Curo client has generated more than 23,000 documents in a single month.
The HeadStart suite typically satisfies 80–90% of document needs when a firm goes live.
Document automation operates as a native capability inside Curo instead of a separate bolt-on tool.
“Experlogix is miles ahead of others in regards to the Dynamics integration.”
Curo demonstrates how embedded document automation can become part of a financial technology platform rather than another system its customers have to manage.
See how Curo by Time4Advice embedded Experlogix into its Dynamics-based platform to reduce complex document generation time by more than 90% and support high-volume financial document workflows.
