Client Onboarding Case Studies

Client onboarding case studies for RIAs. KYC automation, digital intake workflows, and welcome sequences that reduce time-to-value and improve first impressions.

128 case studies

$250K AUM Boost: Personalized Welcome Sequences For New Clients

Explore how a personalized welcome sequence led to higher engagement and asset growth for Harrington Legacy Advisors. Read the case study.

$250K AUM Boost with Vanguard Point's Enhanced Risk Profiling

Learn how Vanguard Point Advisors increased AUM by $250K by implementing a sophisticated risk profiling system that captures behavioral biases.

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$250K AUM Lift via Beneficiary Designation Audit

Increased assets under management by identifying and rectifying outdated beneficiary designations. Richardson & Associates' compliance-driven growth.

$2M Beneficiary Designation Audit Uncovers Misallocated Assets

Learn how Harrington Legacy Advisors identified and corrected misallocated assets through a comprehensive beneficiary designation audit.

$340,000 Tax Savings from Initial Portfolio Analysis

Reeves Institutional Advisors identified significant tax savings for a new client during the initial portfolio analysis phase.

$340K Tax Savings: Goals-Based Planning Integration on Onboarding

Whitfield Tax & Wealth generated $340K in tax savings by integrating goals-based planning into their client onboarding process.

$340K Tax Savings: Integrating Insurance Review into Onboarding

Enhanced onboarding with a comprehensive insurance review, uncovering tax-saving opportunities and strengthening client relationships.

$340K Tax Savings: Optimizing Custodial Account Setup for High-Net-Worth Clients

Learn how Precision Financial leveraged custodial account structures to deliver $340,000 in tax savings for high-net-worth clients during onboarding.

$340K Tax Savings: Optimizing Portfolio Transfers for High-Net-Worth Clients

Discover how Rossi Family Office saved clients an average of $340,000 in taxes through strategic portfolio transfer optimization.

$340K Tax Savings Realized Through Optimized Account Transfer Management

Discover how Ferguson Estate Planning leveraged strategic account transfers to achieve $340,000 in tax savings for a high-net-worth client.

$340K Tax Savings Uncovered with Automated Tax-Loss Harvesting

Pacific Gate Capital leverages automated tax-loss harvesting to generate substantial tax savings for clients, uncovering $340,000 in tax benefits for one client.

$340K Tax Savings with Optimized Cash Flow Analysis Setup

Optimized cash flow analysis and strategic tax planning yielded $340,000 in tax savings for clients of Santos Financial Research Group.

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