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Remember when onboarding new clients meant drowning in paperwork, endless emails, and manual data entry? Now, financial client onboarding software makes this process dramatically more efficient in a fraction of the time.
In 2025, 70 percent of organizations are expected to embrace automation, up from just 20 percent in 2021! In fact, onboarding is now the second most popular way businesses are using automation at work.
This technology handles all the administrative work, leaving you free to focus on connecting with clients and providing outstanding service.
What Exactly Is Client Onboarding Automation?
Client onboarding automation uses software—digital client onboarding solutions—to help financial advisors efficiently set up new clients.
Nobody likes filling out tons of paperwork, sending back-and-forth emails, or manual data entry. Automated client onboarding solutions eliminate these inefficiencies.
The entire client onboarding process is streamlined:
- Collect Data: Clients receive secure links to enter their information online and upload documents, all in one secure location.
- Open Accounts: Once the information is collected, the system handles forms, verifies details, and facilitates account setup with direct CRM integration.
- Engage the Client: Automated reminders keep clients informed with updates and next steps.
Let’s now look at how digital client onboarding solutions improve the advisor transition process.
Your Clients Have a Better Experience With Your Services
From a client’s perspective, smooth transitions equal satisfaction. How does automation create this experience?
It keeps clients informed from the start, sending updates that demonstrate professionalism and reliability while building trust. Plus, clients can access their information through mobile-friendly platforms.
You Improve Data Collection From Your Clients
With client onboarding automation, you don’t have to spend time managing paper documents. Instead, SMS-delivered secure links allow clients to complete their information on mobile devices.
Automation makes the whole process more efficient and accurate with simple, intuitive interfaces.
Account Openings Become Automated For Clients
Manual account opening for multiple clients can be overwhelming due to the volume of data entry required and the need for accuracy.
Digital client onboarding handles this automatically; managing everything with direct integration to your CRM and document signing platforms.
You Record Better Communication With Clients
Research shows that 90 percent of clients expect immediate responses when they contact you. When managing multiple priorities, this can be challenging.
With automated client onboarding solutions, your clients receive timely SMS reminders to complete their tasks. The system handles follow-up communications automatically.
Your Clients’ Data Is Better Protected
Over 422 million data records fell victim to data breaches in 2024 alone.
Nobody wants their sensitive financial data compromised. Digital client onboarding solutions provide enterprise-level security, creating secure transmission channels for sensitive data.
This builds trust and keeps clients confident in your services.
OnBord: The Simple, Secure Tool For Advisor Transitions
OnBord can help you simplify client onboarding automation.
It works by:
Enabling Clients to Submit Their Data Securely
OnBord lets clients enter their details through secure links instead of managing paper documents or manual data collection.
Clients can upload documents in one secure location, saving time and eliminating back-and-forth communications.
Making Compliance Simple
Compliance is essential in financial services, and OnBord builds this directly into the system.
OnBord automatically handles all forms and processes, including Form ADV 2A, Form CRS, and advisor ADV 2Bs. It maintains compliance with SEC and FINRA requirements.
Pre-Filling Forms Based on Client Data Manual data entry is time-consuming and error-prone.
OnBord uses the data clients provide to pre-populate all necessary forms through direct CRM integration.
Enabling Electronic Document Signing
Clients can sign documents electronically through integrated DocuSign functionality, making the process efficient and seamless. OnBord automatically generates and sends all necessary forms to clients for digital signing.
Everything is handled digitally without printing, scanning, or mailing paperwork.
Providing Real-Time Progress Tracking
You can easily monitor transition status through an operational dashboard. This keeps everything on track, giving you complete visibility into the process.
Accelerating Transitions
Advisor transitions don’t have to take months. By automating most manual tasks involved in client onboarding, OnBord can help you complete transitions in significantly less time.
It’s efficient, professional, and gets you back to serving clients quickly.
Let OnBord Simplify Your Transitions
Switching to client onboarding automation makes onboarding faster, more efficient, and less stressful for everyone involved.
OnBord handles the administrative work so you can focus on your clients. It’s the financial advisor transition platform that creates a smooth, professional experience that maintains client satisfaction and keeps your business running efficiently.
Ready to simplify your onboarding process? Schedule a demo today, and let OnBord streamline your client transitions.
