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

$3 Million Asset Recovery: Automated Beneficiary Designation Audit for Meridian

Learn how automated beneficiary designation audits uncovered $3 million in misallocated assets for Meridian Wealth Partners' clients.

10% Increase in Client Satisfaction Scores with Fee Transparency

See how Precision Financial improved client satisfaction scores by 10% through enhanced fee transparency disclosures during onboarding.

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150 Accounts Migrated in 25 Days: Efficient Custodian Transition

Rossi Family Office successfully migrated 150 client accounts to a new custodian in just 25 days with a streamlined process.

20 Hours Saved per Week: Centralized Client Document Vault

Centralized client document vault reduced administrative burden and saved 20 hours per week by streamlining document access and management.

20% Increase in Cash Flow Analysis Completion Rate with Automated Setup

Discover how Harrington Legacy Advisors automated cash flow analysis setup, improving completion rates and client engagement.

20% Increase in Referrals: Onboarding Process Focused on Client Delight

Learn how Precision Financial achieved a 20% increase in client referrals by focusing on creating a delightful onboarding experience.

25% Increase in Referrals with Enhanced Onboarding Experience

An enhanced onboarding experience drove a 25% increase in client referrals for Santos Financial Research Group.

30% Reduction in Errors via Standardized Onboarding Process

Reduced onboarding errors by 30% through the implementation of a standardized onboarding process. Richardson & Associates' commitment to precision.

40% Faster ACAT Processing: Digitizing Document Workflows

Discover how Harrington Legacy Advisors accelerated ACAT transfers by implementing a digital document collection system. Read more here.

40% Faster Onboarding: Streamlining Diana Rossi's Client Journey

Learn how Diana Rossi at Rossi Family Office reduced onboarding time by 40% by digitizing processes and automating KYC requirements.

40% Faster Onboarding: Streamlining Summit's KYC Process

Summit Capital Partners optimized client onboarding, decreasing processing time and improving client satisfaction through automated KYC.

40% Faster Onboarding with Automated Data Migration

Reeves Institutional Advisors accelerated client onboarding by 40% through automated data migration from previous advisors.

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