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

Boosting Client Satisfaction Scores by 15% with Structured Expectations

See how setting clear expectations during onboarding boosted client satisfaction scores for Harrington Legacy Advisors. Read the study.

Building Family Wealth Map: Enhanced Engagement for Multi-Gen Planning

Created a visual family wealth map during onboarding, fostering deeper engagement and uncovering opportunities for multi-generational planning.

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Rossi Family Office decreased communication errors by 60% through automated client communication workflows.

Client Onboarding Case Studies

Boosting Client Satisfaction Scores by 15% with Structured Expectations

Building Family Wealth Map: Enhanced Engagement for Multi-Gen Planning

Client Communication Errors Reduced by 60% via Automation

Client Satisfaction Scores Rise 18% After White-Glove Welcome Initiative

Compliance Score Jump: Automated KYC Streamlines 200 Accounts

Comprehensive Insurance Review: Identifying $500K in Coverage Gaps

Custodian Account Setup Time Reduced by 30% with Integrations

Customized Welcome Kits: 50% Higher Engagement with Client Portal

Cut Costs 20% with Paperless Onboarding Workflow

Cut Document Processing Costs by 60% Through Digitization

Cut Red Tape: 50% Less Manual Data Entry Time

Cutting Compliance Costs by 20% with Automated Suitability