FDX AI

Our expertise Financial services

More advice, less paperwork?

AI that collects client documents, writes the file note after every meeting, drafts advice documents for your review and answers enquiries in minutes.

See your free audit previewor book a 30-minute call
0Hours back a week
$0Worth a year
0%Of one full-time week
0Jobs taken off your plate

Proof

Over 15 years building systems and workflow automation that works.

FinanceFinancial reporting and processes finance teams depend on.
Feasibility modelsModels that show whether the numbers stack up.
Over two yearsbuilding the reporting Macquarie's operational and executive teams depend on, in their Associate Director's words.
Trusted byMacquarie, Channel Nine, Velocity Frequent Flyer, Sydney Metro, Art Gallery of NSW and ESR.
Fabricio Cardoso

About the founder

Fabricio Cardoso

  • Over 15 years: building systems companies trust
  • Experienced in: finance, feasibility models, reporting and marketing, turning complex requirements into simple solutions people use
  • Delivered for: Macquarie, Channel Nine, Velocity Frequent Flyer, Sydney Metro, Art Gallery of NSW and ESR

Trusted. In their words.

“Fab has been instrumental in modernising and automating our reporting.”

Client review
Mandy ProwseResearch & Insights Manager, Art Gallery of NSW

“I would recommend any organisation to look into data management and analytics with Fabricio. An investment that will pay dividends.”

Client review
Sarah TanData Centre Site Acquisition & Development, APAC, ESR / AETED

“Any organisation looking for a high-performing data and analytics professional would be fortunate to have him on their team.”

Recommendation
Laila MasriAssociate Director, Macquarie

“Fab has been instrumental in modernising and automating our reporting.”

Client review
Mandy ProwseResearch & Insights Manager, Art Gallery of NSW

“I would recommend any organisation to look into data management and analytics with Fabricio. An investment that will pay dividends.”

Client review
Sarah TanData Centre Site Acquisition & Development, APAC, ESR / AETED

“Any organisation looking for a high-performing data and analytics professional would be fortunate to have him on their team.”

Recommendation
Laila MasriAssociate Director, Macquarie

“Working with Fab Solutions transformed how we approach data across our organisation.”

Client review
Sydney MetroEnterprise client, Sydney Metro

“We can now access actionable insights on a daily basis without labouring through manual processes and legacy tools.”

Client review
Velocity Frequent FlyerEnterprise client, Velocity Frequent Flyer

“Working with Fab Solutions transformed how we approach data across our organisation.”

Client review
Sydney MetroEnterprise client, Sydney Metro

“We can now access actionable insights on a daily basis without labouring through manual processes and legacy tools.”

Client review
Velocity Frequent FlyerEnterprise client, Velocity Frequent Flyer

What we take off your plate

The jobs that repeat every week. Almost instant with FDX, in your voice.

JobTodayWith FDXBack a week
Company brainConnect product guides, policies, templates and each client's history, with access kept per adviser. Staff find the approved answer without asking around.6.7 h a week80 a week x 5 minAlmost instant3.8 h
Enquiry repliesAnswer new enquiries about your services, fees and how you work from approved information, ask the right first questions and offer a meeting.8 h a week60 a week x 8 minAlmost instant5.1 h
Document collectionCollect statements, ID and fact find details for new and existing clients against a checklist, and chase what is missing politely.7.5 h a week15 a week x 30 minAlmost instant5.3 h
Meeting follow-upPrepare a one page brief before each client meeting, then draft the file note and the actions from it for the adviser to check.8.3 h a week20 a week x 25 minAlmost instant4.8 h
Proposal preparationDraft advice documents and proposals from the fact find, your templates and the adviser's notes, ready for the adviser to review and sign off.9 h a week3 a week x 180 minAlmost instant6.1 h
More details

How we worked it out: the jobs a week, minutes before and after, 80% of them using it, less the upkeep, valued at $115,000 a year per person fully loaded. With FDX a person still checks each one, so we count a minute or so for that. Your audit swaps in your real numbers. An adviser checks every document, file note and message before it is used or reaches a client. FDX never gives financial advice, and client records stay in your own systems.

Time back every week0.0 hoursWorth $0 a year, at $115,000 a year per person fully loaded
0%of one full-time week
  • Company brain3.8 h (15%)
  • Enquiry replies5.1 h (20%)
  • Document collection5.3 h (21%)
  • Meeting follow-up4.8 h (19%)
  • Proposal preparation6.1 h (24%)
Company brain80 a week
Today5 min each
With FDX1 min each

80 x 80% = 64 a week, x 4 minutes saved = 256 minutes, less 30 of upkeep = 3.8 hours a week

Enquiry replies60 a week
Today8 min each
With FDX1 min each

60 x 80% = 48 a week, x 7 minutes saved = 336 minutes, less 30 of upkeep = 5.1 hours a week

Document collection15 a week
Today30 min each
With FDX1 min each

15 x 80% = 12 a week, x 29 minutes saved = 348 minutes, less 30 of upkeep = 5.3 hours a week

Meeting follow-up20 a week
Today25 min each
With FDX5 min each

20 x 80% = 16 a week, x 20 minutes saved = 320 minutes, less 30 of upkeep = 4.8 hours a week

Proposal preparation3 a week
Today180 min each
With FDX15 min each

3 x 80% = 2.4 a week, x 165 minutes saved = 396 minutes, less 30 of upkeep = 6.1 hours a week

More advice, less paperwork?

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See your free audit previewor book a 30-minute call