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   She saved $20,000 and cut onboarding by 80%.
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                 <h2 style="margin:0; font-size:28px; color:#434f5c; line-height:125%">
                  How Planning Pros Cut Onboarding by 80% and Saved $20k Annually
                 </h2>
                 <p style="font-size:15px; line-height:125%">
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                 <p style="font-size:15px; line-height:125%">
                  In financial advisory, one missed compliance step can destroy generational wealth. Nicki Kane, Owner at Planning Pros, knew this reality intimately, before Process Street, her team spent countless hours manually checking every regulatory box, terrified of overlooking critical details. The workload was crushing, the risk was constant, and scaling seemed impossible for her small remote team.
                 </p>
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                  By automating workflows with mandatory fields that won't let files close until complete, Nicki eliminated human error from the equation. Every client file meets the same high standard, regardless of who handles it.
                 </p>
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                  Here's what transformed their operation:
                 </p>
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                  <li>
                   <strong>
                    80% reduction in onboarding time:
                   </strong>
                   cutting processes that took days down to just a few hours
                  </li>
                  <li>
                   <strong>
                    No more compliance violation:
                   </strong>
                   because workflows physically can't close with incomplete mandatory fields
                  </li>
                  <li>
                   <strong>
                    $20,000+ saved annually:
                   </strong>
                   through automated tasks like client forms, reminders, and data tracking
                  </li>
                 </ul>
                 <p style="font-size:15px; line-height:125%">
                  <strong>
                   Read the full case study
                  </strong>
                  to see how she built a compliance system that makes regulatory requirements operationally viable.
                 </p>
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                  Automate compliance, standardize delivery.
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                  With Process Street.
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