Co-founder, FinPortal
Ben Claybrook is a co-founder of FinPortal. He builds the software and runs growth, with one goal: get the after-meeting admin off the desks of Swiss insurance brokers and financial advisors.
He writes most of the articles here. Practical pieces on cutting admin time, keeping a CRM current without manual data entry, and handling client data the way Swiss rules expect. The throughline is simple: software should do the paperwork so advisors can stay in front of clients.
What the documentation duty requires of insurance brokers, why it slips in daily practice, and how a self-updating CRM produces the advice record after every meeting.
Automatic meeting notes sound futuristic but are everyday practice now. Here is how the note is written right after the client meeting on its own, locally on your computer and in your own words.
How insurance brokers and financial advisors in Switzerland should choose a CRM, which criteria count, and why the after-meeting admin is the most important question.
When the catch-up work piles up, many firms reach for an extra back-office hire. Here is the honest math on what that costs in Switzerland, and what the alternative does.
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