- Milemarker™ Platform
- Command Center
- Integrated Workflows
Stop Playing Workflow
Whack-a-Mole
Your processes break every time someone sneezes. Data gets entered wrong. Tasks fall through cracks. Everyone blames everyone else.
Integrated Workflows fix the chaos at the source—with AI that actually helps.
- The Problem
Your Workflows Are a Beautiful Disaster
Tuesday, 2 PM. New account request comes in.
Advisor fills out intake form. Gets three fields wrong.
Operations catches it Thursday. Sends it back. Advisor fixes two fields. Misses the third.
Friday:
Client calls asking about status. “Let me check on that.”
Monday:
Same form. Same errors. Same runaround.
Your processes don't learn. Your people get frustrated. Your clients notice.
- What's Really Broken
It's Not Your People. It's Your System.
Data Entry Hell
Same information typed into six different systems. By six different people. With six different errors.
No Intelligence
Your system knows the client has $2M at Schwab. But still asks for account type. Again.
Zero Learning
Client made the same request last month. System treats it like the first time. Every time.
Approval Purgatory
Request sits. Gets bounced. Sits more. No one knows who has it or why it’s stuck.
Your workflows fight against your people instead of helping them.
- What We Fix
Workflows That Think Before They Ask
AI-Powered Pre-Population
System knows your client. Knows their accounts. Knows their history. Pre-fills 80% of the form before anyone types a word.
Smart Routing
Right task, right person, right time. No more “who handles this?” System knows and routes automatically.
Error Prevention
Catch mistakes before they happen. Validate data against real systems. Stop NIGOs at the source.
Learning Workflows
Every completed process makes the next one smarter. Your system gets better, not just bigger.
What You Get
Intelligent Pre-Population
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AI searches your actual data
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Pre-fills forms with real client information
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Reduces data entry by 80%
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Eliminates most common errors
Smart Task Routing
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Automatic assignment based on rules you set
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Right person gets the right task every time
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No more "who handles this?" confusion
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Clear ownership & accountability
Real-Time Validation
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Check data against live systems
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Catch errors before they cause problems
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Validate account numbers, SSNs, & addresses
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Stop NIGOs before they start
Workflow Learning
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System learns from every completed process
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Suggests improvements based on patterns
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Identifies bottlenecks automatically
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Gets smarter with every transaction
Total Control
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Define who does what, when, & how
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Set approval chains that make sense
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Control data routing between systems
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Maintain compliance without slowing down
The Transformation
- Before Integrated Workflows
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Form completion = guess and check
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Data accuracy = hope for the best
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Task routing = "anyone know who handles this?"
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Process improvement = annual meeting about problems
- After Integrated Workflows
Form completion
pre-populated & validated
Data accuracy
verified against live systems
Task routing
automatic & intelligent
Process improvement
continuous & data-driven
Real Results
As firms grow, operations naturally get messy with disconnected systems. Milemarker’s™ seasoned team cuts through that chaos and simplifies the complex with nimble technology. They empower firms to focus on growth and client service instead of manual processes to cover technology gaps.
Lacey Shrum
Founder Smart Kx
75%
faster process completion times
90%
reduction In Not In Good Order (NIGO) rates
Zero
data entry errors on pre-populated fields
60%
fewer advisor support requests
You've Been Missing
The Control
Workflow Design
Visual builder lets you map exactly how work should flow through your firm.
Permission Management
Control who can start, edit, approve, or complete each type of request.
Data Routing Rules
Define where information goes and how it gets there. No more manual copying between systems.
Performance Monitoring
See where processes slow down, who’s overwhelmed, and what needs fixing.
Built For
Real Firms
Multi-System Intelligence
Pulls data from Orion, Salesforce, Schwab, eMoney—wherever your client data lives.
Role-Based Routing
Different user types see different workflows. Senior advisors get express lanes. New team members get guided experiences.
Compliance Integration
Built-in checks ensure every process meets your compliance requirements. No shortcuts that create problems later.
Audit Trail Everything
Complete record of who did what when. Perfect for compliance reviews and process optimization.
The Control
You've Been Missing
Workflow Design
Permission Management
Data Routing Rules
Performance Monitoring
Ready to Fix Your Workflows?
Free analysis of where your processes break down.
Watch AI pre-populate forms with real client data.
30 minutes to map better workflows for your firm.
Stop accepting “that’s just how it works.”
Stop training people to work around your system.
Why This Matters
Every broken workflow costs you time, money, and trust.