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

Cutting Onboarding Time by 30% with AI-Powered Data Extraction

Learn how AI-powered data extraction accelerated onboarding processes for Harrington Legacy Advisors, saving time and resources.

Data Migration Success: 200 Accounts Transferred in 3 Weeks

Migrated data from 200 accounts in just 3 weeks. See how Vanguard Point ensured data integrity and client satisfaction during the transition.

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Digital Document Collection Cuts Onboarding Time by 50%

Ferguson Estate Planning reduced onboarding time by 50% by implementing a fully digital document collection workflow.

Dynamic IPS Generation: 75% Faster Updates with AI

AI-powered Investment Policy Statement (IPS) generation allowed for 75% faster updates and improved client communication at Santos Financial Research Group.

Enhanced Fee Transparency: 60% Increase in Client Understanding

Discover how improved fee transparency increased client understanding by 60% for Meridian Wealth Partners' clients.

Enhanced Risk Profiling Accuracy by 30% with Behavioral Insights

See how Luminary Wealth Partners improved risk profiling accuracy by 30% by incorporating behavioral insights during the onboarding process.

Existing Portfolio Analysis Tool Increases Rollovers by 30%

Increased IRA and 401(k) rollovers by 30% with a powerful portfolio analysis tool at Vanguard Point Advisors. See how.

Family Wealth Map Improves Planning in 80% of Cases

Reeves Institutional Advisors enhanced multigenerational planning with family wealth maps, improving strategic outcomes in 80% of cases.

Family Wealth Mapping Reduces Onboarding Time by 20%

Pacific Gate Capital reduces onboarding time by 20% using family wealth mapping to quickly understand clients' complex financial situations.

From 14 Days to 3: Streamlined Account Transfers Using ACATS Automation

See how Precision Financial reduced account transfer times from 14 days to 3 by automating the ACATS transfer process during client onboarding.

Harrington Legacy Advisors Achieves 95% Client Retention Via Streamlined Onboarding

See how Harrington Legacy Advisors boosted client retention through a revamped onboarding process. Learn about their strategy and tangible results.

Improved Custodian Setup Accuracy by 25% with Automation

Learn how Luminary Wealth Partners improved custodian setup accuracy by 25% by automating key steps in the onboarding workflow.

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