$50 billion + AUM Investment Advisor wanted to transform legacy, paper-based account opening process into a digitally enabled, high-touch experience for Clients and Advisors.
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$50 billion + AUM Investment Advisor wanted to transform legacy, paper-based account opening process into a digitally enabled, high-touch experience for Clients and Advisors.
Legacy paper-based, analog New Account opening process lacked scalability, efficiency, and led to errors and poor Net Promoter Scores from Clients.
Implement a digital platform solution to deliver superior account opening and funding, leveraging eSignature and straight-through processing automation
Eliminate manually intensive, paper-based account opening process from request to funding; deployed solution made the entire process easy to use and efficient for Clients and Advisors via rules-driven workflows and prefill of data. Drove additional end-to-end efficiency through API’s enabling auto-boarding of new accounts opened via the platform.
