Most Firms Are Solving the Same Problems
Most firms are solving the same problems.
Client onboarding. Service delivery. Billing. Reporting.
Different logos, different teams — but very similar workflows under the hood.
A Common Operating Setup
Rubica Insights is a place to share what we see when firms run on the same core setup: Salesforce at the centre, sensible automation with Workato, and a common architecture that doesn’t need to be reinvented every time.
This isn’t thought leadership. It’s practical notes from the field.
What You’ll Find Here
Here you’ll find short, useful pieces on:
- How firms use the same running gear to solve everyday operational problems
- Where automation genuinely helps — and where it doesn’t
- Common patterns that work across advice and accounting teams
- Small design decisions that make systems easier to live with long-term
A Practical Approach to Integration
We don’t integrate everything just because we can.
We integrate where it makes work simpler, safer, and more consistent.
If This Sounds Familiar
If your firm is running on similar tools — or heading that way — you’ll probably recognise the problems we talk about here.
And ideally, pick up a few ideas you don’t have to discover the hard way.
