Improving and Mako Financial Technologies have partnered to help wealth managers move beyond workflow automation and toward true operational insight. Together, the firms enable organizations to measure, analyze, and continuously improve the efficiency of onboarding, operations, and compliance workflows.
Mako provides configurable digital workflows that support critical activities such as client onboarding, account maintenance, approvals, and regulatory processes. These workflows capture rich, structured process data across teams and roles.
Improving works alongside wealth managers to transform this data into clear, actionable reporting and dashboards that reveal how workflows actually perform in practice: how long each step takes, where delays occur, and how responsibilities move across teams.
Through this collaboration, wealth managers gain visibility into:
End-to-end cycle times within Mako workflows
Bottlenecks at specific roles that create delays
Trends in stakeholder or departmental performance over time
By making workflow performance easier to interpret and monitor, firms can identify inefficiencies earlier, reduce operational risk, and improve accountability across both operations and compliance. The result is not just better reporting, but also better decision-making. This partnership enables leaders to scale without adding unnecessary operational burden or increasing regulatory exposure.
Improving focuses on helping firms translate workflow data into practical insights that fit naturally within existing operating models, supporting continuous improvement rather than disruptive change.
The partnership currently supports shared clients across Canada and the United States, with solutions tailored to each firm’s regulatory environment, internal processes, and growth objectives.
About Improving
Improving is a modern digital services firm specializing in artificial intelligence, data, and application development. Since 2019, it has partnered with private equity firm Trinity Hunt Partners to accelerate its growth, driven by a strong commitment to trust, diversity, and innovation. The company operates internationally, with 21 offices across the Americas and India. To learn more about Improving, visit https://improving.com/ or email: info@improving.com.
About Mako Financial Technologies
Since 2018, Mako has provided cloud-based client engagement and business process automation services, such as digital onboarding, client reporting, and form automation across the Canadian wealth management industry. Mako offers flexible data model configuration, multi-step data entry, native e-signature, compliance checks, and bulk account opening. Mako is honoured to be a 5-Star WealthTech Provider and a proud member of PMAC. Mako is headquartered in Montreal, Canada, and led by a team of finance and technology experts. For more information, please visit www.makofintech.com or email info@makofintech.com.
