Client Onboarding Case Studies

Learn how Precision Financial reduced IPS generation time by 75% using automated workflows, enabling faster implementation of customized strategies.

Pacific Gate Capital reduced the time to generate Investment Policy Statements by 60% using automated templates and data integration, improving efficiency.

An AI-powered tool decreased the time needed to generate investment policy statements by 75% for Ferguson Estate Planning advisors.

Reeves Institutional Advisors streamlined client onboarding, achieving a 95% paperless rate and improving client satisfaction.

Discover how Precision Financial boosted client retention by 15% by implementing a robust goals-based financial planning intake process.

See how Luminary Wealth Partners maximized a new client's initial investment by 15% through a data-driven strategic asset allocation plan.

Whitfield Tax & Wealth builds family wealth maps during onboarding for multigenerational planning, offering a holistic view of client assets.

See how Pacific Gate Capital improved client onboarding speed by 40% through digitization and automated workflows, enhancing client satisfaction and advisor efficiency.

Pacific Gate Capital achieves a 95% client satisfaction score by implementing complete fee transparency disclosures, fostering trust and long-term relationships.