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Wealth Management Business Process Automation Solution

Enhance processes, streamline onboarding, and improve customer satisfaction with automation in wealth management

Disruptions in the wealth management industry are unprecedented, with client experience expectations changing, technology advancing, and regulations and competition evolving — all leading to a gap between firms that embrace innovation and those that lag behind.

Client onboarding and ongoing servicing are defining moments in the client relationship that can make or break a client’s future with your firm. Elevate the experience by harnessing the power of automation to streamline redundant tasks and create an agile, efficient, client-focused process. Empower clients with self-service portals and automated processes, freeing up financial advisors to focus on high-impact activities that drive cross-selling, up-selling, loyalty, and satisfaction.

Automating the client onboarding process can also reduce NIGOs, which negatively affect the customer experience, by reducing labor hours, increasing speed, and decreasing errors. By eliminating manual errors and time-consuming tasks, automated processes such as data import, form completion, data verification, compliance checks, paperwork transmission, and digital signatures, you can deliver a more compelling experience for clients and drive long-term business success.

Benefits of a Wealth Management Business Process Automation Solution for Intelligent Service Onboarding

Our digital onboarding and ongoing servicing solution is designed to enhance the client experience. By providing recurring services in a seamless manner using powerful process automation, financial advisors can focus on fostering deeper relationships with their clients and leave time-wasting manual processes behind.

Provide End-To-End Onboarding Visibility​

Create a client-centric experience that is smart, agile, and flexible while also creating operational efficiencies for advisors and back office staff. Better yet, provide full visibility into the entire process every step of the way.

Increase Financial Adviser Productivity

Leverage automation of redundant, low-value, or non-revenue-generating tasks and increase the time financial advisors can spend on high-value touch points that will lead to cross-selling and up-selling opportunities and deeper relationships with clients.

Ensure Audit Tracking and Compliance

Enhance document generation, tracking, and approval of consent and disclosure documents. Establish a comprehensive audit trail of customer interactions to ensure seamless compliance and auditing, delivering the ultimate client experience.

Gain Efficiency and Reduce Costs

Enhance document generation, tracking, and approval of consent and disclosure documents, reducing risk and ensuring compliance with regulations such as AML and KYC. Increased process and client visibility creates a strong foundation for comprehensive risk management.

Enable Data-Driven Decision Making

Enhanced data management and quality reduce errors and improve decision-making related to risk tolerance, as well as ongoing monitoring of a client's financial situation to make market-driven recommendations for changes — all laying the foundation to becoming a data-driven business.

Improve the Entire Client Experience

Provide a seamless and integrated client experience and increase satisfaction as a result of process efficiency, visibility, and leveraging automation for scale and repeatability. Financial advisors will not only save themselves and their clients time, but also deliver a smoother, more modern experience.

Getting Started: Digital Process Automation

A step-by-step look at how we help you automate and enhance the annual review process for wealth management businesses.

Request Submission

A financial advisor user from the wealth team creates a case to start the annual review process. For reference, a case is created to manage a specific service or product offering for a client/account in Salesforce Financial Services Cloud.


A compliance-driven engagement program initiates, resulting in the creation of an annual review record, which is then added to the client's file along with questions for the annual review process.


FlexCards are an OmniStudio component that displays information and actions in an at-a-glance format. During the annual review, all questions are surfaced for the financial advisor in Salesforce, where they are logged and then attached to the account.

Process Orchestration

The annual review management cycle is connected through automation at every stage to guarantee a smooth, uninterrupted transition of the action from one team to another for efficient management and processing.

Financial Services Cloud Consulting

Salesforce’s Financial Services Cloud is a platform that aims to foster long-lasting client relationships through personalized, proactive advice. The cloud-based platform allows for increased efficiency, scalability, and flexibility for wealth management clients and financial advisors alike, improving the customer experience and enabling lenders to grow their business. Whether you are new to using Financial Services Cloud or looking to optimize your use, our team is available to assist you in getting the most out of your investment.

We Know Financial Services

We help financial services businesses in banking, wealth management, and mortgage create compelling, intelligent experiences to attract and retain clients and achieve ROI on data science investments in the process.

Financial Services

Atrium is revolutionizing retail banking, commercial banking, wealth management, credit unions, and mortgage with actionable analytics and AI-powered predictions and recommendations.​ Our solutions use CRM strategy, best-in-breed technology, and data analytics and engineering to help financial services firms maximize their IT investments.

Wealth Management

What’s the key to an asset management firm’s success? Growth opportunities. Referral conversions and the overall number of households you can expand to directly contribute to your ability to grow. Our Salesforce consulting services for wealth management provides you the data and subsequent insights you need to meet your client’s financial goals and extend your reach.

Predictive Insights for Wealth Managers in Tableau

Get a firsthand look at our business science embedded predictive dashboard built in Tableau for helping wealth managers better achieve client goals and foster lasting client relationships.

Our Partners

Salesforce logo

We specialize in data-driven strategy across many Salesforce clouds, including Financial Services Cloud. From advisory services to managed services, we can help you maximize ROI on your Salesforce investment through proven solutions and the effective use of data.

Tableau logo

As the market leader in providing intelligent experience solutions on the Salesforce platform, we combine CRM strategy, data science, and Tableau implementation expertise to drive sustainable solutions on the Tableau platform for wealth management firms.

Our certified and experienced Snowflake consultants (i.e., SnowPros) — combined with our deep data science expertise and award-winning Salesforce implementation capabilities — enable you to use and optimize the power and flexibility of Snowflake’s data cloud for all your data needs.

Featured Resources

Ready To Talk?

Let's discuss your goals and how we can help you achieve them with our wealth management business process automation solution for smoother client onboarding.