Financial services AR involves advisory fees, premium billing, and strict compliance requirements. DeskMint recovers revenue while maintaining regulatory standards.
55%
Recovery rate
33 days
Avg days to collect
$560K
Recovered per client avg
100%
Audit trail coverage
Sound familiar?
Your advisor manages $20M for a client. Asking them to also chase a $15K quarterly fee feels wrong. So the fee goes unpaid for months.
A client misses a premium payment. The grace period expires. Now you've lost the client and the underwriting investment.
Every outreach to a client is potentially reviewable by regulators. Your team needs to be perfect every time, which means they're slow.
The shift from manual collections to AI-powered recovery
Advisory fees trickling in over 90 days
Average collection reduced to 33 days
Premium lapses from missed payment reminders
Grace period reminders prevent 94% of lapses
Outreach delayed by compliance review bottleneck
Pre-approved templates deploy instantly with full audit trail
Partners couldn't believe the improvement
Cash flow improvement visible in first billing cycle
“Our advisory fees used to trickle in over 90 days. DeskMint brought our average down to 33 days. The partners couldn't believe the cash flow improvement.”
Michael Brennan
COO, Pinnacle Wealth Advisors
Drop your aging report or connect your ERP. DeskMint maps every open invoice, contact, and dispute.
DeskMint crafts personalized outreach — calls, emails, and follow-ups — tuned to each debtor and your industry.
Payments come in. Disputes get resolved. Your team sees every dollar recovered in real time.
No credit card. No sales call. Just drop your aging report and watch DeskMint go to work.