Saving Strat
A calm, charted course for your money.
What it is
Saving Strat replaces the dreaded financial questionnaire with a guided conversation of about fifteen minutes that produces a readiness score and a written action plan — so an advisor meets a prepared client instead of a blank form.
The problem it was built for
Financial intake was a PDF nobody finished. Advisors spent the first meeting collecting facts instead of giving advice, and the clients who needed help most were the ones who bounced off the paperwork.
What Zorm built
- A staged conversation — eight stages, twenty-six questions — that never shows a wall of fields.
- A live readiness score that turns intake into something with momentum instead of a chore.
- A designed PDF action plan the client keeps, generated at the end of the conversation.
- An advisor-side export that lands cleanly in the CRM their service team already uses.
Why it counts as proof
Self-contained and dependency-free: no third-party intake vendor sits between the firm and its client data. This is not a case study — Saving Strat is a Zorm product, still operated by the team that built it. The same practice is available for client work.
Other platforms we run
Sentinel
The operating system for multifamily marketing and acquisitions.
Read more →ZormDesk
The support desk and recognition layer for the people inside your company.
Read more →SiloX
One key, every silo. Nothing ever leaves the phone.
Read more →