Package 02 · Process Automation · most requested · for South African FSPs
One internal process, redesigned and automated end to end.
We redesign the process with the people who run it, then automate it from end to end with agents that work from the goal, and a person signing off where it matters.
- R195,000, fixed
- Live in your firm by the end of Phase 2
- Last 30% only when your test passes
- Everything in your name
What you get, phase by phase
For firms with a process held together by email, spreadsheets and somebody's memory.
What it feels like now
Onboarding, approvals, month-end and hand-offs between people stall, get chased by email and break when one person is away.
Where others stop
RPA scripts break when a screen changes, and automation sold per hour rarely redesigns the process first, so it automates the mess.
What we do
We redesign the process with the people who run it, then automate it from end to end with agents that work from the goal, and a person signing off where it matters.
- One process, from trigger to finished record
- A to-be process map your team agreed to
- Built on your systems' APIs and exports where they exist, with agents that adapt when a screen changes where they don't
- Dashboards showing where every item is
Where it fits
- Advice and wealth practices
- Onboarding and FICA, from the first email to the platform submission.
- Short-term brokers
- Renewal re-quoting across insurer portals into one comparison schedule, with the broker approving.
- Insurers, UMAs and funeral administrators
- Claims intake and document checks, with duplicates and anything suspicious flagged for a person.
- Medical-aid and gap-cover brokers
- Failed debit-order follow-up and member onboarding documents.
- Administrators and LISPs
- New-business, switch and withdrawal queues, through your own systems.
Process maths
What one repeated process costs your firm today
Pick the process that eats the most time. Put in your own numbers.
- Staff hours a month on this process today
- 133 hours
- What that costs a year
- R480,000
- Saved a year
- R288,000
Process Automation (R195,000) pays back in about 8 months. With the optional R9,500 a month run service, in about 13 months.
An estimate from the numbers you enter. The real number is set by the acceptance test agreed before Phase 1. Nothing you type here is stored or sent.
The other four packages
We run one package at a time, so the first is handed over and working before the next begins.
- 01 Agent Security Your client data protected from AI misuse, inside and out. From R265,000
- 03 FSP Back Office The admin behind every client file, done by agents your team supervises. From R285,000
- 04 Client Work Agents One agent that does one piece of client work properly. R295,000
- 05 Investment Models A model built on your investment philosophy, that you can explain one trade at a time. From R1,250,000
How it works
Phase 0: information gathering. Here is what happens.
The first 10 hours are on us: no invoice and no obligation. At the end you keep the written findings whether or not you go ahead.
- Step 1
First call
Thirty minutes online. You tell us what isn't working; we ask how the work gets done today.
- Step 2
We read your log
You note what isn't working on our private form. An automatic email with your next steps arrives within a minute; the people assigned to your firm read the log itself within one working day.
- Step 3
An engineer at your office
Your engineer sits with the people doing the work and logs every problem as it really happens.
- Step 4
Assessment
What each problem costs you, what has to be in place first, and which package fits.
- Step 5
Findings and a fixed price
Written findings you keep either way, and one package at one fixed price if it is worth building.
Your log stays private
You write down what isn’t working on our confidential form. It is encrypted, read only by the people assigned to your firm, and never sent to an AI model or anyone else.
Next steps in a minute
As soon as you send the log, you get an email that says what we heard, which package fits, what we need from you, and how the three phases would run.
One engineer, on site
If you go ahead, a forward-deployed engineer works inside your firm two days a week through all three phases: one person who knows your files, your people and your systems.
Why fixed packages
We cost more than an hourly project. Here’s what that buys.
Most AI work billed by the hour never leaves the pilot. We price the outcome instead, and we carry the risk of getting there.
| Typical hourly project | A MAKGLOBAL package | |
|---|---|---|
| Price | An estimate, then change requests | Fixed before we start |
| Who builds it | Whoever is free that week | One named engineer, on your site |
| When you pay the last part | On delivery, whether it works or not | When the acceptance test agreed before Phase 1 passes |
| Who owns it | Often the vendor’s accounts and licences | Your company, from the start of Phase 1 |
| After handover | A support contract you need | Your team runs it; ongoing care is optional |
| Rules | Generic | Built around FAIS, POPIA and the cyber resilience Joint Standard |
Talk to a person
Want to know more before you start?
Ask us anything about a package, the price or how the three phases would run in your firm. You will speak to a person.
Leave your number on the free hours form and choose “call me back”. A person phones you within one working day.
Or email hello@makglobal.africa.
Claim your 10 free hoursQuestions
Questions people ask
How long does a package take?
Every package runs in three phases: develop, implement and hand over. We agree the dates for each phase with you in the first week, put them in the scope sheet you sign, and hold ourselves to them.
Why are you more expensive than other providers?
Because you are buying a working result with a test attached, not hours. The price includes redesigning the work with your people, building it on your accounts, an engineer on site through all three phases, training, documentation and handover. If it does not pass the acceptance test, you do not pay the last 30%.
What if it doesn’t pass the acceptance test?
We keep working on it at our own cost until it does. If it still doesn’t, the final 30% is never invoiced. The test is written with you before Phase 1 starts, so we both know what “working” means before any build starts.
Can we take two packages at once?
We run one at a time. The first is handed over and working before the second begins, and the second goes faster because we already know your firm. It keeps the price fixed and the focus on one result.
Is the confidential log really confidential?
Yes. It is encrypted before it is stored, only the people assigned to your firm can read it, it is never pasted into an AI tool, and the internal notice we send says only that a log arrived, not what is in it. We sign a mutual NDA before your visit.
Do you work outside financial services?
Not at the moment. Our references, templates and test sets are built for advice practices, wealth and asset managers, insurers, lenders and fiduciary firms, and the 10 free hours are for firms of five or more people.
What does the optional monthly fee cover?
Monitoring, model and API changes, fixes when a system you use changes, and a monthly review. It is month to month and cancellable on 30 days’ notice (Investment Models: 12-month minimum). Handover is designed so you can run everything without it.