Summit Wealth Completes 45% More Retirement Plans
How a 6-advisor retirement planning firm replaced disconnected CRM and planning tools with one platform — and dramatically increased their plan completion rate.
The Challenge
Summit Wealth helped pre-retirees and retirees navigate their financial futures, but the advisor workflow was fragmented. Redtail tracked client relationships while MoneyGuidePro handled planning projections — and neither system connected to the other or to the firm's communication tools.
Prospects often stalled in the onboarding process because data gathering was manual and slow. Advisors toggled between systems to prepare for reviews, and plans that should have taken two weeks to finalize stretched into six because follow-ups fell through the cracks.
- Prospect onboarding stalling due to manual data gathering
- Advisors toggling between Redtail and MoneyGuidePro for reviews
- Plan finalization stretching from 2 weeks to 6 weeks
- No automated follow-up for document collection or plan review
The Solution
Summit Wealth migrated to Dewx over three weeks, building out a unified prospect-to-plan workflow that automated the bottlenecks.
GTM Hub — Prospect Pipeline
Automated prospect pipeline from initial inquiry through plan presentation with stage-based follow-ups.
CX Hub — Plan Workflow
Structured plan creation workflow with document collection, data validation, and review scheduling.
Portal — Client Communication
Secure document sharing, meeting scheduling, and advisor-client messaging in one portal.
Dew AI — Plan Summaries
AI-generated plan summary narratives and review preparation notes for each client meeting.
The Results
45%
More retirement plans completed
70%
Faster prospect-to-plan cycle
5 hrs
Saved per advisor per week
2 → 1
Tools consolidated into Dewx
Timeline
Migrated client records from Redtail; configured GTM Hub prospect pipeline and onboarding workflow.
Built CX Hub plan creation workflow with automated document collection reminders.
Launched Portal for secure client comms; activated Dew AI for plan summaries.
Measured 45% increase in completed retirement plans per quarter.
“Our prospects used to ghost us during the data-gathering phase. Now Dewx automates the follow-ups, collects documents through the portal, and our AI generates plan summaries before I even sit down for the review. We complete 45% more plans.”
Features That Made the Difference
Prospect Pipeline
Automated stages from inquiry to plan presentation.
Plan Workflow
Structured creation with document collection automation.
Secure Portal
Document sharing and advisor-client messaging.
AI Plan Summaries
Meeting prep notes generated automatically.
Revenue Tracking
Fee tracking tied to plans and AUM milestones.
Advisor Metrics
Plan completion rates and pipeline velocity per advisor.
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