For wealth management firms like yours, growth is a top priority, yet cost-effective customer acquisition remains a tough challenge. Increasingly, the quickest paths to rapid growth involve merging with another firm or acquiring business from breakaway advisory teams.
But bringing new books of business over to your firm can be an expensive and time consuming manual process that can negatively affect both your bottom line and client perceptions. Get ready to leverage the power of automated account transitions at scale.
| The Old Paper Way | The New Digital Way | |
|---|---|---|
| Data entry | Manual entry | Automated form completion and submission |
| NIGO | Increased NIGO | NIGO decreases to virtually zero |
| Reporting | Not trackable or reportable | Fully auditable and reportable with real-time statistics |
| Capacity | 1 to 4 transitions per month | Unlimited transitions per month |
ResultRoadblock to Growth |
ResultCatalyst to Accelerated Growth |
We're working with the most forward-thinking RIAs in the industry to transition assets over to their platforms. Talk to us to find out how we can streamline the transition process for your firm.
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Using the transitions template, Agreement Express assembles all document packages, selecting the relevant account types and combining proprietary and custodian account forms.
From the completed transitions template, Agreement Express auto populates all required data fields across each document in the package, reducing the possibility of human error and saving hours of manual administration
Initiates a digital workflow that will distribute all required documents via email - advisor review, client signature, and compliance review.
Distribute final document packages to custodian for account opening (delivery based on custodial partnership with AEX)
Download our solution note to learn how to accelerate the growth of your firm’s book of business with automated broker transitions and account transfers.
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It's time to start thinking about a fast, digital, automated client onboarding process. Schedule a call with us and let's talk about your organization's needs.
Book a Call"Best user experience for account transfers I’ve ever seen. Light years ahead of custodian reports."
Craig Iskowitz, CEO Ezra Group
Why not download our popular whitepaper on evaluating onboarding automation solutions?
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