JMI Investments: A Fully Automated Share Transfer Process
The Challenge
Every share transfer at JMI Investments meant handling multiple forms between families, lawyers, and brokers by hand, and share certificates were gathered and forms filled manually. The administrative workload of sending and receiving documents manually was limiting business growth.
JMI Investments specializes in share management and investment services, and is a fast-growing firm dealing with complex share sales and transfers.
Key Challenges Faced
- Time-Consuming Manual Processes
- Handling multiple forms between families, lawyers, and brokers by hand.
- Data Collection Inefficiencies
- Gathering share certificates and filling forms manually.
- Lack of Real-Time Market Integration
- Accurate transfers need up-to-date share price data, which had to be sourced and entered by hand.
- High Administrative Workload
- Sending and receiving documents manually, limiting business growth.
The Solution
TekConnected mapped out the manual workflow, identified the automation opportunities, and integrated key technologies to streamline document management and communication into a fully automated share transfer process.
The Stack
- Monday.com
- Project and workflow automation, providing the operational backbone for each transfer.
- Make.com
- Connects the platforms and automates the processes between them.
- QuickBooks
- Financial tracking and record management.
- DocuGen
- Automated document generation, producing standardized documents from legal-ready templates.
- Live Share Market Data Feeds
- Auto-fill share prices in real time, removing the manual lookup that accurate transfers previously required.
Delivery
- Phase 1: Process Mapping and Workflow Design
- Documented the existing manual workflow and designed the automated replacement.
- Phase 2: System Integration and Automation Setup
- Connected the platforms and built the automations between them.
- Phase 3: Testing and Optimization
- Validated and refined the end-to-end process.
Obstacles Addressed
- Legal and Compliance Complexity
- Met with standardized document automation using legal-ready templates.
- Real-Time Market Data Integration
- Solved by connecting live data feeds for up-to-the-minute share prices.
- Time Drain on the Founder and Team
- Addressed with email automation, which reduced manual tasks by 90%.
Technology Stack
Results & Outcomes
- 200% Business Growth
- The deck reports the founder scaled operations on the back of the automation. No measurement window is stated.
- 90% Reduction in Manual Work
- Email and document automation ended the repetitive form filling.
- Seamless Workflow Integration
- Faster document processing and compliance across the transfer lifecycle.
- Automated Client Communication
- Streamlined emails and document exchanges between families, lawyers, and brokers.
Strategic Impact
- Transfer volume is no longer capped by how much paperwork the team can absorb.
- Legal-ready templates make compliance a property of the system rather than of individual care.
- Live market data feeds remove manual share price lookup from every transaction.
- The founder’s time shifted from document handling to running and growing the firm.
TekConnected transformed our business, allowing us to scale without the administrative burden. I can now focus on growth instead of paperwork.
Jon, Founder of JMI Investments
Who This Applies To
This build pattern fits an organisation that:
- Handles complex documentation that passes between multiple external parties
- Fills the same forms repeatedly from data that already exists elsewhere
- Needs live external data, such as market prices, to complete a transaction accurately
- Has administrative workload capping how much business it can take on
