Client Onboarding Case Studies

Reeves Institutional Advisors achieved a 98% client satisfaction rating during the onboarding process through personalized attention.

Ferguson Estate Planning slashed onboarding time by 40% using automated data migration, enhancing client satisfaction and advisor productivity.

Reduced advisor time spent on compliance reporting by 20 hours per month with automated systems at Vanguard Point Advisors.

Discover how Precision Financial achieved 25% more accurate risk profiling by mitigating behavioral biases during the onboarding process.

Pacific Gate Capital uncovered $3 million in misallocated assets through a proactive beneficiary designation audit, ensuring accurate estate planning execution.

Discover how Luminary Wealth Partners achieved a 99% account transfer completion rate through streamlined automation, ensuring a smooth transition.

Reeves Institutional Advisors improved client retention by 15% with a personalized welcome and onboarding communication sequence.

Increased client referrals by 15% after streamlining the first 90 days of engagement. See how Richardson & Associates fostered early loyalty.

Implementing a goals-based planning intake process resulted in increased AUM by better understanding and addressing client needs.