The Problem We Solve
Technology alone doesn't solve complexity.
Canadian financial advisors are regulated and overseen by multiple bodies, often in multiple jurisdictions: MGAs, Dealers, Carriers, Insurance Councils. They all have requirements that advisors must meet, including documentation and evidencing that you're doing the right activities every day.
Most CRM implementations fall short because they focus on features. Advisors and their teams are never taught how to build and use their systems in a way that supports compliance. And use it in a way that creates the capacity to deliver the kind of client service that advisors and their teams got into this business to provide.
Our Role
We are a Canadian technology implementation firm that specializes in helping financial advisory teams operationalize their regulatory and business requirements. We're independent and represent you, in consideration of all the stakeholders you work with.
We bridge the gap between what the rules say and what your team actually does every day.
- We understand the Canadian regulatory landscape.
- We know how advisory practices operate.
- We configure Laylah alongside you to support both, without overengineering
We've supported tech implementation successfully with hundreds of advisor teams across Canada over more than two decades.
Purpose-built technology is most effective when it supports your obligations and is implemented by experts who know how those requirements must operate day to day. Most advisory teams are trying to do the right thing but the complexity they face makes it harder than it should be.
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Why Laylah
We're tech agnostic but never neutral. Laylah is our team's CRM of choice for many reasons.
Built for Canadian Advisors
Laylah is a Canadian CRM designed specifically for financial advisory practices. In a typical CRM, advisors manage data about clients while collaboration happens through emails, texts, and meetings. Laylah brings client experience and compliance together, aligning the service commitments you make to clients with your legal, regulatory and compliance obligations.
Key strengths:
- Canadian data residency for your client information
- Carrier and MGA data integrations that reduce manual entry
- A structured data framework that supports regulatory documentation
- Flexible workflows that adapt to how your practice actually operates
How We Work With You
Implementation with Intent
Whether you're just getting started with Laylah, trying to fix what's not working, or looking for ongoing support, we meet you where you are.
Getting Started
If you're new to Laylah, we help you set up the system correctly from the beginning, mapping your workflows, configuring your fields, and training your team so you're not starting over later.
Improving What You Have
If you're already using Laylah but it's not working the way you need, we assess what's in place, identify the gaps, and help you rebuild the parts that aren't supporting your practice.
Ongoing Support
Our Laylah Solutions packages provide continuous access to implementation resources, training, and community support, for ongoing guidance as your practice evolves.
Opportunity Follows Clarity
Growth becomes natural with the right foundation in place
The challenge for most advisor teams isn’t a lack of clients or relationships: it’s visibility, consistency, and capacity. What we hear from advisors:
- "We don't even know where to start with our tech. We use less than 20% of the features, we've tried many CRM's and we're still struggling, we don't know how to align our technology with our obligations."
- “We have more than 1,000 insurance policies. It’s hard to engage regularly with every client and we know we're missing opportunities.”
- “We operate multiple lines of business but we struggle to connect them in a way that creates opportunity.”
- “We have large portions of our block we need to re-engage, including acquired books where relationships haven’t been fully rebuilt.”
- “Our onboarding process is inconsistent. It works sometimes, but not reliably or efficiently.”
- “We know we should be planning for business transitions and unexpected events but we haven't done it."
A thoughtful implementation of Laylah that is aligned with how your practice actually operates helps solve these challenges. Laylah becomes more than a place to store information; it becomes a system that can identify opportunity, support better conversations, and reduce the friction that holds your practice back from its potential.
What Changes When Implementation is Done Right
Regulatory documentation becomes a byproduct of daily work
You're not re-creating records for audits because they already exist in Laylah.
Opportunity becomes visible
Your data isn’t just stored; it’s structured in a way that allows you to see patterns, gaps, and opportunities across your business, so you can deliver on your promise to clients.
Team members know what to do and where to put things
Training new staff gets easier because the system enforces consistency.
Lines of business connect naturally
Information flows in consideration of all your lines of business, supporting better client discussions.
Growth happens with less friction
Your team has more capacity to focus on advice, relationships, and planning for the future of the business itself.