Client Onboarding Bot — Wealth Management Firm
11→3
Days from enquiry to advisor meeting
100%
Document collection automated
58%
More qualified leads reaching advisors
2.7×
Advisor capacity increase
The Challenge
A wealth management firm's client onboarding required multiple back-and-forth interactions to collect documents, answer product questions, and schedule advisor calls — averaging 11 days from initial enquiry to first advisor meeting.
What We Built
We deployed a conversational onboarding bot guiding prospective clients through document collection, answering product and fee questions from a curated knowledge base, qualifying clients by AUM and investment profile, and booking advisor calls directly into the calendar system.
“Our advisors now spend their time advising, not chasing documents. The bot qualifies and prepares every client before the first meeting.”
— Head of Client Acquisition
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