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Wealth Management
Automated Account Opening and Onboarding
Complexity
High
Timeline
12-16 weeks
Outcomes
4+
Challenge
Manual account opening processes with paper forms, multiple handoffs, and 2-3 week completion times creating poor client experience and operational bottlenecks.
Solution
Build digital account opening platform in Salesforce Experience Cloud with integrated e-signatures, automated custodian submissions, and workflow-driven onboarding process.
Key Outcomes
- 2-3 weeks to 3-5 days account opening time
- 85% reduction in manual data entry
- Digital e-signature workflow
- Real-time onboarding status visibility
Tags
onboardingautomationwealth-managementexperience-clouddigital-transformation
Implementation Timeline
12-16 weeks
High Complexity