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

Pacific Gate Automates 70% of Initial Document Collection Process

Pacific Gate Capital automated 70% of the initial document collection process, saving time and resources while improving the client experience.

Personalized Relationship Mapping: Connecting Families Across Generations

Discover how relationship mapping enhanced family connections and estate planning for Meridian Wealth Partners' clients.

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Personalized Welcome Kit: Boosting Referrals by 20%

Whitfield Tax & Wealth increased client referrals by 20% with a personalized onboarding welcome kit, building brand loyalty.

Personalized Welcome Kits Increased Referral Rate by 15%

Rossi Family Office boosted referral rates by 15% by implementing personalized welcome kits for new clients.

Precision Financial Achieves 40% Faster Onboarding with Automation

See how Precision Financial Group slashed onboarding time by 40% using automated workflows, improving client experience and advisor efficiency.

Precision Financial Secures 98% Client Retention with 90-Day Engagement Plan

Discover how Precision Financial achieved a 98% client retention rate by designing a comprehensive first 90-day engagement plan.

Proactive Compliance Alerts: Avoiding $20,000 in Potential Fines

Learn how proactive compliance alerts helped Meridian Wealth Partners avoid $20,000 in potential regulatory fines during onboarding.

Reduced Errors by 18% with Standardized Onboarding Workflow

A standardized onboarding workflow reduced errors by 18% and improved operational efficiency at Santos Financial Research Group.

Reduced Onboarding Time by 85% with Automated Workflows

See how Luminary Wealth Partners slashed onboarding time by 85% using automated workflows and digital document management, enhancing client satisfaction.

Reduced Operational Errors by 60% During Onboarding

Reeves Institutional Advisors decreased operational errors during client onboarding by 60% through improved data validation and automation.

Reduce First Meeting No-Shows by 18% with Pre-Meeting Engagement

Explore how pre-meeting engagement tactics lowered no-shows and improved initial client meetings for Harrington Legacy Advisors.

Reducing Compliance Risk: Automated KYC Checks Yield 60% Fewer Errors

Learn how automating KYC checks reduced errors by 60% at Precision Financial, minimizing compliance risk and improving operational efficiency.

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