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

40% Faster Onboarding with Automated IPS Generation

Accelerated client onboarding and investment policy statement creation, improving efficiency and client satisfaction. See how Richardson & Associates did it.

40% Faster Onboarding with Automated KYC and Account Linking

Automating KYC and account linking slashed onboarding time, improving client satisfaction and advisor productivity at Santos Financial Research Group.

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Improved financial plan adoption rates by focusing on client goals during onboarding. Learn about Richardson & Associates' strategic approach.

Client Onboarding Case Studies

40% Faster Onboarding with Automated IPS Generation

40% Faster Onboarding with Automated KYC and Account Linking

60% Higher Plan Adoption via Goals-Based Planning Intake

60% Increase in Financial Plan Adoption with Goals-Based Intake

60% Increase in Goal-Based Plan Adoption with Enhanced Intake

65% Goals-Based Plan Adoption via Enhanced Client Intake

70% Improved Document Collection via Mobile-First Onboarding Flow

75% Client Engagement Increase: Optimized Welcome Sequence

80% Faster Document Collection: Digitizing Client Information

95% Beneficiary Designation Accuracy via Automated Audits

95% Client Retention: White-Glove Welcome Experience for $5M+ Clients

95% Retention: Perfecting Summit's First 90-Day Plan