From first call to live reviews in four steps

We walk through your client segments, review volumes, and existing processes. You tell us what your long-tail looks like. We tell you whether Pillar fits.

We get set up inside your Intelliflo instance. Your compliance team reviews our process documents and signs off on the review framework we will use.

We start reviewing a defined batch of clients. You see every file note, every outcome, every escalation. This is where you validate the model before committing to a full rollout.

Once you are satisfied with the pilot results, we scale to your full long-tail segment. Monthly MI reporting, continuous escalation handling, and full Consumer Duty evidence for every client.