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💼FINANCIAL SERVICES
2.5x faster onboarding
Financial advisors streamlined compliance while delivering exceptional experiences
Company: Wealth Partners Group
Location: Boston, MA
The Challenge
Wealth Partners Group, a registered investment advisory firm, was struggling with a cumbersome client onboarding process that took 4-6 weeks. The extensive compliance requirements, document collection, and account setup were creating friction and causing potential clients to abandon the process. Advisors were spending 15+ hours per client on administrative tasks instead of financial planning.
Key Pain Points
- •4-6 week client onboarding timeline
- •Complex compliance documentation requirements
- •15+ hours per client on administrative tasks
- •30% abandonment rate during onboarding
- •Inconsistent client communication
- •Difficulty tracking compliance deadlines
The Solution
Wealth Partners implemented The Buzz CRM with compliance-focused workflows, secure document management, and automated onboarding sequences. They created custom workflows that ensured all regulatory requirements were met while providing a seamless client experience.
Compliance-approved automated workflows
Secure document collection and e-signature
Automated KYC and AML documentation
Client portal for account setup progress
Milestone-based communication sequences
Integrated compliance tracking and alerts
Automated quarterly review scheduling
The Results
2.5x faster
Onboarding Time
From 4-6 weeks to 10 days
15 hours/client
Advisor Time Saved
On administrative tasks
8%
Abandonment Rate
Down from 30%
97%
Client Satisfaction
Up from 79%
100%
Compliance Score
On all audits
60% increase
Client Capacity
Per advisor
IMPLEMENTATION TIMELINE
Implementation: 4 weeks • Full adoption: 8 weeks • ROI achieved: 3 months
"
The Buzz CRM solved the impossible challenge of making compliance feel effortless. Our clients get a white-glove experience, our advisors can focus on financial planning, and we maintain perfect compliance. It's transformed our practice and allowed us to serve more clients without compromising quality.
Robert Chen, CFP
Managing Partner, Wealth Partners Group