Kohr Wealth
From complex legacy processes to a scalable, unified platform
Kohr Wealth had outgrown their internal processes. Workflows spanning commercial operations to client servicing were sophisticated but fragmented — built on institutional knowledge rather than documented, repeatable systems. The firm needed to scale, but scaling meant first understanding the full complexity of existing operations, then redesigning them from the ground up without disrupting day-to-day business.
A structured
methodology
Discovery & As-Is Analysis
Embedded with the team to map existing workflows end-to-end, interview stakeholders across every division, and build a complete picture of how the business actually operated — not how anyone assumed it did.
To-Be Process Design
Designed the ideal process architecture from commercial intake through operations delivery — completely technology-agnostic. The business logic had to drive the tooling, not the other way around.
Gap Analysis
Mapped the delta between current state and target state, identifying inefficiencies, data silos, and automation opportunities across every team touchpoint.
HubSpot Implementation
Built the entire solution in HubSpot — not by adapting the business to the platform, but by shaping the platform to the business. Every object, property, and automation was purpose-built for Kohr's specific workflows.
The solution
Data Architecture
- Custom objects tailored to wealth management entities
- Custom properties for each business area
- Calculated properties for automated reporting
- Relational data model connecting all business units
User Experience
- Custom views per role and department
- Filtered dashboards for day-to-day operations
- Team-specific layouts and navigation
- Streamlined data entry workflows
Process Automation
- Multi-stage pipelines from commercial to operations
- Automated cross-team handoff workflows
- Triggered notifications and task assignments
- Lifecycle stage progressions
Governance & Reporting
- Team structures with role-based access
- Granular permission sets per department
- Executive dashboards with real-time KPIs
- Operational reports for each business unit
What changed
- Unified platform replacing fragmented manual processes across all business units
- Custom data model designed around actual wealth management entities, not generic CRM defaults
- Automated workflows from commercial intake through operations delivery
- Executive dashboards providing real-time visibility across the entire firm
- Scalable architecture designed to grow with the business without rearchitecting
- Self-maintainable system that the team can operate and evolve without deep technical knowledge
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Every business has its complexity. We map it, redesign it, and build the system that makes it simple.
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