Documents scattered across inboxes
Teams spend time locating the latest file or requesting information a client has already shared.
Financial Services
Built Around Your Clients and Your Team
From an initial enquiry to document collection and ongoing service, every client relationship depends on accurate information and clear responsibilities. Email threads and disconnected spreadsheets make those handovers harder.
Esight develops software for the operational side of financial services. We plan client journeys, approval steps and access permissions around your organisation and the systems it already uses.
- Step 1EnquiryCapture the client request
- Step 2OnboardingCollect the right information
- Step 3ReviewCoordinate checks and approvals
- Step 4Ongoing ServiceKeep the next step clear
Who We Help
- 01Financial advisory firms
- 02Insurance agencies
- 03Accounting practices
- 04Lending service teams
- 05Fintech service businesses
Business Challenges
Bring Structure to Everyday Client Operations
Financial ServicesOnboarding without a clear status
Missing documents and pending reviews are difficult to follow without a shared checklist.
Follow-ups dependent on individuals
Client requests can lose momentum when responsibilities and next steps are not recorded.
Limited visibility across the business
Separate CRM, accounts and reporting tools make operational reviews slower than they need to be.
Our Solutions
Connected Tools for Client Service Teams
01 / 05
Client Portal Development
Give clients a clear place to submit information, access approved documents and follow service requests.
Key features
- Client accounts
- Document exchange
- Request tracking
- Account access controls
02 / 05
Financial CRM Solutions
Organise enquiries, client relationships and service tasks with ownership at each stage.
Key features
- Enquiry capture
- Client profiles
- Task assignment
- Follow-up reminders
03 / 05
Digital Onboarding & Documents
Replace scattered onboarding requests with structured forms, document checklists and review workflows.
Key features
- Onboarding forms
- Document checklists
- Review stages
- Activity history
04 / 05
Reporting & Analytics Dashboards
Bring agreed operational metrics into dashboards suited to managers and service teams.
Key features
- Pipeline visibility
- Service turnaround reports
- Team workload
- Controlled report exports
05 / 05
Payment & Accounting Integrations
Connect compatible accounting and payment systems to support invoicing and reconciliation workflows.
Key features
- Invoice synchronisation
- Payment status
- Reconciliation support
- Integration error tracking
Business Benefits
Less Chasing. More Clarity for Every Client.
- 01
Keep client records organised
Bring relevant documents, requests and relationship history together.
- 02
Make handovers easier
Record ownership and next steps so colleagues can pick up a request.
- 03
Control access by role
Define which records and actions each authorised user needs.
- 04
Make reviews more useful
See pending onboarding tasks, service workloads and operational trends.
Our Process
Designed Around Your Financial Services Workflow
Frequently Asked Questions
FAQ
Prefer to Talk to Us Directly?
Talk to us about your financial services workflows, existing systems and project requirements.
Call Us NowYes. We can plan account access, document sharing, service requests and notifications around the services your team provides.
Ready to Start?
Build a Better Client Service Workflow
Client portals, CRM systems and reporting tools that help financial service teams organise information and deliver a more consistent service.