Our Work

Trust is core pillar of all of our client relationships, and as such, we vehemently prioritize client confidentiality. Our work has been anonymized to protect our clients.

Driving Efficiencies

An ongoing tool designed to increase direct customer contact while reducing operational costs.

Key Results

15.2%

Average ongoing adaption rate to digital.

127,000

Conversions in 30 months

$1,268,730

Lifetime hard cost savings

Client Acquisition

A national wealth management firm converted 1 in 4 referral leads into new high-net-worth clients.

Key Results

81%

Existing clients refer multiple friends and family.

71%

Referred contacts completed a financial conversation with an advisor.

28%

Referred contacts became new invested clients within three months.

Unified Data Capture

ARM helped an international bank replace separate country-by-country forms with a shared platform.

Key Results

25+

New form types created in 2026.

2-3 Days

Average form approval to live in market.

18

Countries Onboarded