Tripled advisors. Same ops team.
Scaling from 1,500 to 5,000 advisors — broker-dealer transitions automated end-to-end.
Why Caddi
Unblock growth through automation.
Caddi unblocks the operational bottlenecks slowing your firm — the ones you can name, and the ones you can’t see yet.
The Blockers
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.
How It Works
Show us the work. The blockers disappear.
- 01
Show us how you work
Walk us through a workflow on a screen-share. No requirements docs. No process diagrams. Just the work you already do.
- 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.