Where Financial Operations Meet Smart Automation

SLWW Group is an AI Financial Operations Consulting Firm helping RIAs and financial firms optimize their processes, reduce manual workload, and scale with confidence. We blend industry expertise with the latest AI tools to bring clarity, structure, and automation to your back office.

Whether you need help with onboarding workflows, CRM systems, or outreach campaigns, we’re here to simplify and streamline your operations—so you can focus on serving clients and growing your business.

Our Mission

To empower financial professionals with smart, scalable solutions that reduce friction, save time, and elevate client service through the power of AI.

Meet the Founder

“I created SLWW Group because I saw a clear need—financial firms are buried in paperwork and outdated processes. With the right systems in place, it doesn’t have to be that way. My goal is to bridge the gap between financial operations and technology, helping firms embrace the future without the overwhelm.”

– Stacey, Founder of SLWW Group