Financial services · 10 weeks
Cutting client onboarding from 3 weeks to 3 days
A wealth manager automated KYC document processing and nurtured high-net-worth prospects with compliant sequences.
- Onboarding time
- 21 days
- 3 days
- Adviser admin time
- 40%
- 12%
- Prospect drop-off
- 29%
- 9%
- AUM onboarded / qtr
- $38M
- $71M
The challenge
Advisers spent 40% of their week on paperwork, onboarding took three weeks, and prospects went cold during the process.
What we built
- AI document processing for KYC packs with compliance review queues
- Automated onboarding workflow across CRM and custodian portals
- Compliant nurture sequences for prospects awaiting onboarding
- Weekly pipeline reporting automated for the partners
"Our advisers are advising again. Compliance actually prefers the automated process because every step is logged."
Faisal Rehman, Managing Partner, Atlas Capital Partners
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