Case Study: A Large Wealth Management Firm Reduces Costs and Speeds Onboarding

This case study describes how, as this large wealth management firm grew, so did costs affiliated with printing, couriering and storing paperwork related to account opening. The firm recognized the need for an electronic client onboarding solution to reduce these costs and speed the client onboarding process. They selected Doxim’s client onboarding application, which was used to automate a complex network of 1000 questions, 5 workflows, and 144 business rules. Read on to learn how this provided an exceptional onboarding experience across the firm’s network of sub branches and branches.

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