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AI Initiative · AI-20

Stop Drowning in Onboarding Paperwork

Financial Services
ImpactHigh
Complexity3 / 5
Done-For-You Est.$1,199Starting

New clients stall in a pile of uploads, missing signatures, and hand-built summaries. Advisors spend the first weeks of a relationship hunting paperwork instead of advising.

The outcomeClient files move through intake with gaps flagged early. Once the checklist clears, reports and summaries generate from the cleaned record.

What you get

  • Document intake and field extraction from client uploads
  • Rules-based review that flags missing or mismatched items
  • Client reports and summaries generated from the completed file

How we prove it · Your agreed metrics

  • Calendar days from kickoff to onboarding complete
  • Advisor hours on document chase per new client
  • Reports produced from completed files per week
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