Challenge
Paper-based RIA onboarding processes with multiple forms, manual data entry, and lengthy completion times creating poor first impressions and operational inefficiencies.
Solution
Build guided digital onboarding experience in Salesforce Experience Cloud with progressive disclosure, real-time validation, integrated e-signatures, and automated workflow routing.
Key Outcomes
- 3-week to 5-day onboarding cycle time
- 92% client satisfaction with digital experience
- Eliminated paper forms and manual data entry
- Integrated e-signature and custodian submission
Tags
onboardingdigital-transformationriasexperience-cloudautomation
Implementation Timeline
10-14 weeks
Medium Complexity