See how an AI agent handles the entire client onboarding process — document collection, KYC verification, compliance checks, and e-signatures — without a single manual step.
Watch the full transformation: from paper forms, missing documents, and 14 days of follow-up calls — to a fully automated pipeline that onboards a $2.45M client in under an hour.
AI pre-fills forms from existing data and sends mobile-friendly links. No more printing, scanning, or faxing.
Client uploads ID via phone. OCR extracts and validates against IRS records in seconds.
SSN validation, AML screening, suitability matching, and fee disclosure — all automated, all logged.
Billing starts the same day. No more waiting 2 weeks for paperwork before AUM generates fees.
Every RIA has a different onboarding flow. We'll map yours and show you exactly where an AI agent fits — free, no obligation, 30 minutes.