Building Workflows that actually work

​Workflow automation is having a moment in wealth management. Better process design. Smarter handoffs. Systems that promise to eliminate the back-and-forth that eats your team's time.

​And the capability is real. The efficiency stories check out.

​But here's what nobody's talking about.

​We keep hearing from operations teams that mapped their processes, built out their workflows, got initial buy-in, and then hit a wall. The tools are configured. The team nodded along. But somehow the work still flows around the system, not through it.

​"The workflow exists. People just aren't using it."

​What's interesting is how quiet everyone is about this. Not the consultants. Not the implementation partners. Not the platform vendors showing polished demos at conferences.

​At Milemarker, we're seeing something consistent across firm sizes and tech stacks. And it has nothing to do with which workflow tool you chose.

​The design is the problem. Most workflows are built for how work is supposed to happen, not how it actually happens. And that gap is where adoption goes to die.

​Join us, Jud Mackrill and Kailash Duraiswami, for a direct conversation about what makes workflows actually stick inside a wealth management firm. Not theory. Not best practices. The real structural decisions that determine whether your team uses the system or works around it.