Client onboarding asks advisers to turn meeting notes into a client profile, gather fund information, complete checks and prepare a report. Each handoff adds work before an adviser can discuss a recommendation with the client.
This financial-advice application design uses Coral to connect those stages. Agents prepare the information and draft documents; the adviser reviews the recommendation and takes responsibility for the advice.
From the client meeting to a report for review
- Prepare the client profile. Extract relevant details from the meeting transcript for the adviser to check.
- Gather the research. Retrieve fund information, performance data and portfolio analysis from FE Analytics.
- Bring the checks together. Collect screening results and supporting information alongside the client profile.
- Prepare the report. Populate the firm’s report template with the findings for adviser review.
Reduce preparation work as the firm grows
The commercial opportunity is to serve more clients without adding the same amount of preparation work for each one. Advisers can spend more of their time checking the work, discussing choices and building client relationships.
Keep the firm’s research sources, report templates and approval process. Use the first project to measure preparation time, corrections and cost per completed case.
Build the business case from your workflow
Estimate the value using your team’s time per case, expected review effort and full delivery costs, including software, integration and ongoing support.