Financial Advisors & Wealth Management (3–50 advisors) typically run client onboarding as a recurring process. The pain points below are the patterns we see across this audience — not every shop, but the common shape.
What's typically painful
- Each new client kickoff is improvised differently
- Tooling access (Slack, Drive, project mgmt) gets provisioned manually
- Welcome sequences and intake forms are inconsistent
- First-week project setup takes longer than it should
Tools you might use
- DocuSign — Documents & Signing
- HubSpot — CRM
- Salesforce — CRM
- Adobe Sign — Documents & Signing
- Airtable — Project Management
- Alchemer — Forms & Surveys
- Asana — Project Management
- Attio — CRM
How automation usually works here
- Trigger an onboarding workflow when a deal moves to closed-won
- Provision client access (folders, channels, project workspaces) on a template
- Send welcome emails and intake forms on a fixed cadence
- Notify the team at each onboarding milestone
What you can measure
- Standardized client experience regardless of which team member runs the kickoff
- Less time spent on the manual setup steps
- Fewer 'oh, did anyone do X?' gaps in week one
- Client gets useful access faster
Need help automating this?
Purcell Analytics builds custom Client Onboarding automation for Financial Advisors & Wealth Management. Schedule a consultation to discuss your specific stack and process.