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

Reducing Errors by 60%: Standardized Digital Onboarding Forms

Implemented standardized digital onboarding forms, reducing errors by 60% and improving the overall client experience.

Risk Profile Accuracy Improves 25% with Behavioral Bias Assessment

Pacific Gate Capital improved risk profile accuracy by 25% by incorporating a behavioral finance assessment, leading to better portfolio alignment.

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Risk Profile Accuracy Increased by 30% with AI-Powered Tools

Discover how Rossi Family Office improved risk profile accuracy by 30% leveraging AI-powered risk assessment tools.

Risk Profiling Automation: 75% Improvement in Accuracy for Client Portfolios

See how automated risk profiling improved accuracy by 75% for Meridian Wealth Partners, aligning portfolios with client needs.

Seamless Account Transfer: 80% Reduction in ACATS Processing Time

Explore how streamlining ACATS transfers cut processing time by 80% for Meridian Wealth Partners, improving client satisfaction.

Secured $420K in Tax Savings Through Proactive Cash Flow Analysis

Discover how Luminary Wealth Partners identified $420,000 in potential tax savings for a new client through early, proactive cash flow analysis.

Service Agreement Signed in Under 3 Days: A Case Study

Reeves Institutional Advisors accelerated service agreement signing to under 3 days by using digital workflows and clear communication.

Simplified Family Wealth Mapping: Visualizing Complex Assets

Simplified family wealth mapping provides clients with a clearer visualization of their assets, facilitating better planning and decision-making.

Simplified Service Agreement Signing with 90% Digital Adoption

Discover how Luminary Wealth Partners simplified service agreement signing, achieving 90% digital adoption and a seamless client experience.

Smooth Transition: 150 Accounts Migrated in Under 30 Days

Efficient account transfer management allowed Santos Financial Research Group to migrate 150 accounts in under 30 days, ensuring minimal client disruption.

Streamlined Custodian Setup Cuts Time by 65%

Reeves Institutional Advisors reduced custodian setup time by 65% through process automation and direct custodian partnerships.

Streamlined Onboarding: 40% Faster for Sarah Chen's High-Net-Worth Clients

Discover how we reduced onboarding time for Meridian Wealth Partners by 40%, enhancing client satisfaction and advisor efficiency.

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