Case Studies

After one of my staff members left, I faced a lot of uncertainty in handling administrative tasks, putting my financial services company’s operations at risk.

When I partnered with facilit8, not only did I receive the support I needed, but I also developed meaningful relationships with their team. This collaboration helped me navigate through the administrative challenges and ensured the smooth operation of my financial services business.

I can’t recommend facilit8’s services enough and have already done so to several colleagues, who’ve also reaped the benefits.

My experience working with them led to several key advantages:

• Higher quality reports.
• Quick turnaround times on tasks.
• Comprehensive and thorough support.

I chose to work with facilit8 over other providers largely because of the personal approach offered by Jonathan Eatly, one of the Co-Founders. This personal touch and commitment to client relationships significantly influenced my decision.

In summary, facilit8 has been a game-changer for my financial advice business. Thanks to them, I’ve overcome administrative hurdles and improved efficiency and support, which allows me to focus more on serving my clients and delivering an amazing client experience. My experience truly attests to the value that facilit8 brings to clients in the financial services industry.