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

Suitability Documentation Automated for 200+ Accounts

Reeves Institutional Advisors automated suitability documentation for over 200 accounts, ensuring compliance and reducing manual effort.

Suitability Documentation Completion Rate at 95% via Guided Workflows

Rossi Family Office achieved a 95% completion rate for suitability documentation with guided workflows during onboarding.

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Suitability Documentation Time Reduced by 50% via Automation

Whitfield Tax & Wealth cut suitability documentation time by 50% through automation, allowing more focus on client conversations.

Vanguard Point Achieves 40% Faster Onboarding via KYC Automation

Reduced onboarding time by 40% using automated KYC processes, enhancing client experience and advisor efficiency. Learn how Vanguard Point achieved this.

Vanguard Point Reduces ACAT Processing Time by 60%

Accelerated ACAT transfers by 60% through automation, getting clients invested sooner. Learn how Vanguard Point streamlined their processes.

Vanguard Point Saves $10K Annually with Paperless Onboarding

Eliminating paper-based onboarding saved Vanguard Point Advisors $10,000 annually. Find out how they embraced digital transformation.

Welcome Sequence Boosts Engagement by 60% in First Month

A strategic welcome email sequence implemented by Andrew Ferguson significantly boosted client engagement by 60% within the first month.

Whitfield Tax & Wealth: 40% Faster Onboarding With KYC Automation

Discover how Whitfield Tax & Wealth automated KYC, reducing onboarding time and improving accuracy for their expanding client base.

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