Wealth Managers

Client Onboarding - Acceclerated

We handle client onboarding for wealth managers with unmatched speed and accuracy.
Using a combination of AI technology and expert human review, we ensure every document is captured, parsed, and verified correctly — the first time.

Works with your systems

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Client onboarding shouldn’t slow your business down.

📝

Document Deluge

Analysts spend 40% of their time manually entering data from a PDF to a CRM. Constantly handling this type of back office work takes time away from what you want to be doing - talking with more clients.

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Endless back-and-forth emails

Chasing down bank statements, KYC/AML, DDQ responses, meeting summaries, and investor reports are all a drain on your time and resources. What you want is for your clients to see you can move fast and keep them automatically updated, every step of the way.

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Fragmented Tech Stacks

Your emails aren't updating your CRM. Proposals have to be created from meeting notes, and you spend forever searching document repositories for approvals and IC memos. You need better efficiency with streamlined processes.

How We Get You More Qualified Appointments

Speed Without Sacrificing Accuracy

Onboard clients faster while maintaining the precision your firm depends on.

  • AI-driven document parsing accelerates data extraction across all document types

  • Ensures clean, verified data before it enters your CRM or portfolio system

  • Reduces onboarding timelines without increasing operational risk

  • Manual expert review validates every data point to eliminate costly errors

Document Parsing — No Exceptions

We can accurately parse any document type with a combination of AI and human verification.

  • Scanned PDFs

  • Handwritten documents

  • Standard docs - K-1s, bank statements, and brokerage accounts

  • Images like JPGs and PNGs

Real-Time Onboarding Dashboard

Replace scattered emails with a centralized dashboard that clearly shows:

  • Where any given client stands in the onboarding process

  • A clear sequence of steps designed for your firm and client

  • What’s been received, what’s missing, and who needs to take action and when

  • Overview of all your clients including individual and average onboarding times

3x

Faster Onboarding

99.5%

Document parsing accuracy

85%

Lead Conversion Rate

Easy Setup to Get You Going, Right Now

1

Select an Onboarding Sequence

Choose from prebuilt onboarding sequences or create your own, including configurable steps for KYC/AML checks, document sharing, e-signatures, and client technology education — all tailored to your firm’s requirements.

2

Document Collection & Communication

Clients upload documents directly to a secure portal, while advisors and clients stay informed via real-time dashboards, automated emails, or SMS notifications that clearly indicate what’s needed and what’s complete.

3

Happy Customers

Faster turnaround times, fewer errors, and full transparency create a seamless experience for both advisors and clients — reducing friction, accelerating account activation, and setting the tone for long-term relationships.

Ready to Delight Your Clients?

See how FinOnboard can speed up your client onboarding, reduce the burden on your advisors, and improve client satisfaction.

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