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.

📞

Chasing missing documents

After hours, during treatments, or when staff is busy—every missed call is a client booking with your competitor.

💸

Endless back-and-forth emails

Running ads without proper tracking, nurturing, or follow-up means money down the drain.

⏰

Unclear status updates

By the time you respond to inquiries, potential clients have already moved on to faster competitors.

3x

Faster Onboarding

99.5%

Document parsing accuracy

85%

Lead Conversion Rate

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

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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