Tripled advisors. Same ops team.
Scaling from 1,500 to 5,000 advisors — broker-dealer transitions automated end-to-end.
Why Caddi
Higher expectations.
Same back office.
Caddi unblocks the operational bottlenecks slowing your firm — the ones you can name, and the ones you can’t see yet.
Unblock growth through automation
The blockers you know. And the ones you don’t.
Step 01
Known blockers
The bottlenecks you can name. First loops live in weeks.
1,000+ matters automated a month.
Scaled case throughput across four workflows. Stopped hiring APEX developers.
Step 02
Unknown unknowns
The bottlenecks no one knew were real. They surface as more loops automate — compounding lift.
Why It Works
Automation only works if people actually use it.
Most automation tools are too hard for non-technical teams to actually use. Caddi is easy as a screen-share.
Caddi Recorder
Recording · 02:14
Capturing your screen, voice, and every tool you touch.
Tools captured8 apps · 1 recording
Outlook
SharePoint
Salesforce
DocuSign
Drive
Notion
Excel
Clio
- 01
Just hit record
Walk through a workflow on a screen-share, exactly how you do it today. No requirements docs, no process diagrams, no logic to build. If you can do the work, you can automate it.
- 02
We automate it
Caddi runs the loop unattended — on a schedule, with audit trails. Bring in more workflows and new loops go live every week.
- 03
Bottlenecks dissolve
As more work moves into Caddi, blockers that never seemed solvable surface — and disappear into automation.