Capture the request
The enquiry and what the client needs are captured on their channel of choice.
Advisory & brokerage firms
Documents, deadlines
and a lot of chasing.
Financial service firms lose most of their administrative time to collecting documents and chasing the people who have not sent them yet.
Less chasing.
More clarity.
One workspace for enquiries, appointments and follow-ups, with every number reconciling across every view. Open a record to see what was actually decided.
Wednesday
Routine questions cleared off the desk.
Enquiries95Across configured channels
Appointments47Confirmed and in the calendar
Follow-ups18Scheduled and waiting to send
Open handoffs26 resolved · 8 total
A few journeys in motionMost recent first
Where the capacity actually goes.
Advisory firms, brokers and financial service providers with document-heavy onboarding and recurring client processes.
Onboarding stalls on missing documents.
A file sits incomplete because one item was never chased, and nobody owns the chase.
Recurring deadlines arrive together.
Renewal and review dates cluster, and the reminders that should have gone out weeks earlier did not.
Routine status questions interrupt case work.
Clients ask where their application is, and answering takes a specialist away from progressing it.
One request.
Four moves.
One advisory and brokerage firms journey, end to end. Your configuration decides the sequence, the rules and the point a person takes over.
Request and track documents
Outstanding items are requested and followed up on a schedule you set, rather than when someone remembers.
Triage and file what arrives
Received documents are processed into the systems in scope, with anything ambiguous flagged for review.
Keep the client informed
Approved status updates go out so the client stops needing to ask.
In focus · UAE banking
A larger book. The same service desk behind it.
UAE banking assets reached about AED 5.34 trillion at the end of 2025, more than AED 780 billion above where the year started. Growth of that size arrives at the service desk as routine questions, and complex cases queue behind them.
Banking assetsAED 5.34tn
At the end of December 2025
Growth in the yearAED 780bn+
Added across 2025
DepositsAED 3.31tn
At the end of December 2025
Four roles, working in sequence.
All eight specialists come with every deployment. These are the ones Stella typically activates first for advisory and brokerage firms.
Where your people take over
Advice, suitability, regulated recommendations and any judgement about a client file stay with your qualified staff. Ambiguous documents are escalated, never assumed.
Questions advisory and brokerage firms ask.
Does it give financial advice?
No. Advice, suitability and regulated recommendations are entirely outside the configured scope and stay with your qualified staff.
What happens to documents it cannot read?
They are flagged for human review rather than processed on a guess. Review thresholds are set during configuration.
More in financial services
See it working for an advisory or brokerage firm like yours.
Bring the enquiries you are missing today. We will map the workflow around them with you, before anything is configured.