For organizations like Wispact, operational precision isn’t optional—it’s essential. As a nonprofit that administers pooled special needs trusts, Wispact helps individuals with disabilities preserve and manage their financial resources while maintaining eligibility for public benefits. That responsibility requires managing highly detailed financial processes across thousands of beneficiary accounts, where accuracy, consistency, and transparency are critical.

When those processes become too manual, the risk and the workload, adds up quickly.

The Challenge: Managing Complex, High-Volume Fee Structures

“Fine Point Consulting helped Wispact overcome a significant operational challenge in the management and calculation of its complex fee structure,” said Executive Director Kevin R. Hayde.

The organization’s fee model included weekly, monthly, quarterly, and account-closing fees—all tied to pooled trust administration. Prior to Fine Point’s involvement, these calculations were highly manual and time-intensive.

“Calculations required applying varying fee rules and ensuring accuracy across thousands of beneficiary accounts,” Kevin explained. “The process carried a risk of inconsistency.

The Solution: Streamlined Processes and Customized Support

Fine Point Consulting partnered with Wispact to transform these manual workflows into a more efficient, reliable system. Reducing burden while improving accuracy.

Rather than applying a one-size-fits-all approach, the Fine Point team tailored their services specifically to Wispact’s needs.

“At no time have I ever felt that we were receiving ‘cut and paste’ servicing,” Kevin shared. “Fine Point has always shown a willingness to customize services to Wispact’s needs and continually brings ideas for making those services more efficient and less expensive.”

The Impact: Greater Accuracy, Efficiency, and Control

With Fine Point’s support, Wispact saw measurable improvements across its operations:

• Improved accuracy and consistency in fee calculations across all billing cycles
• Significant reduction in staff time spent on manual processing and reconciliation
• Enhanced transparency and audit readiness, strengthening internal controls
• Greater confidence in billing integrity, both internally and with stakeholders

These changes didn’t just improve processes, they reduced risk and freed up internal resources to focus on higher-value work.

A Team That Delivers

For Kevin, one of the most valuable aspects of the partnership has been Fine Point’s responsiveness and communication.

“Whether it is Allie, Hunter, or Susan, whenever our office makes a request either for a report, an analysis, bill pay, or any number of issues that may come up, those tasks are managed within the required time constraints,” he said. “The progress and completion are always communicated back to Wispact without the need for us to follow up.”

That level of reliability has created a sense of trust that goes beyond typical vendor relationships.

Why Fine Point

Kevin sees outsourced support not as a tradeoff, but as a strategic advantage.

“They mitigate risk and errors in a way that is more efficient and cost-effective than hiring a full-time business or operations manager,” he said. “You can hire one person with a certain skill set, or you can hire a multi-disciplinary team with a multitude of experience. It’s kind of a no-brainer.”

For Wispact, partnering with Fine Point Consulting has meant more than solving a single operational challenge. It’s meant building a more scalable, reliable, and efficient foundation for the future.

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