Half the paperwork time. Fewer steps left to chance.
OVB is a financial advisory business. We built Multiprotokol to bring client records, financial products, required checks, and signing into one guided process.
Preparing a client protocol now takes half the time. Clear steps help new and experienced advisors follow the rules, reducing the risk of missed requirements and helping protect both advisors and OVB.
- 50% less time needed to create a client protocol
- 11,000+ client protocols created per month on average
- Guided steps help protect advisors and OVB from missed requirements
- Built-in checks with legal review when needed
Reduced repeated paperwork by handling multiple products in one client record.
The old system was slow, unstable, and limited to one product per protocol. A client asking about insurance and investments meant repeating the process.
Multiprotokol brings the client’s needs and selected products together. Advisors can work through a complete solution in one place, while the system handles the different information each product requires.
Saved advisors time by reusing existing client information.
We connected the application to OVB’s existing systems and partner services, reusing available client data to reduce repeated entry.
A guided flow keeps complex information manageable. Advisors can see what is complete, what needs attention, and which details are still required before finishing the record.
Helped advisors follow the rules, with checks built into every step.
New and experienced advisors follow the same guided process, with required information, anti-money laundering checks, approvals, and signing built in. This helps them meet the legal and supervisory requirements that apply to OVB’s advisory work.
If a case needs legal review, the process can pause until the team makes a decision. These safeguards help protect both advisors and OVB from missed requirements, making compliant client work easier to carry out consistently.
Made product updates manageable without depending on developers.
We started with a focused first version, mapping client records, partner services, and the steps needed to complete a protocol. OVB supplied the design direction; we built the application and connections behind it.
As products and AML requirements expanded, we adapted the workflow around new cases. Administration tools let OVB keep product parameters current, while updates to the application supported changing rules and everyday use.
Map the workflow
Build and connect
Adapt as needs grow
“The Outloud team combined strong technical skills with a deep understanding of our business needs.
Their mindset and flexibility made the collaboration feel like working with an extension of our internal team rather than an external supplier.”
Halved paperwork time while helping protect advisors and the business.
OVB reports that preparing a client protocol now takes half the time, with an average of 11,000+ protocols created each month. More than 170,000 have been created in total across 554 products in 16 sectors.
Advisors gain more time for clients and a clear path through required checks and approvals. For OVB, the value is a more consistent advisory process that helps reduce the risk of mistakes and protect the business.
