Baskin
Automating client onboarding for a multi-segment wealth management firm.
À propos du projet
Baskin Wealth Management handles complex wealth — investments, tax, retirement, estate planning, philanthropy. Their client onboarding process was entirely manual: email exchanges, hand-signed documents, time-consuming validations. Each new client required significant resources from the team.
Le challenge
Onboarding involved many stakeholders, varied documents and disconnected systems. Information collection, signing and validations were done manually — generating delays and error risks.
Automation · E-signature · Workflow · System integration
La solution
Full process mapping through workshops, then automation: structured information collection, electronic document management and signatures, multi-stakeholder validation workflows and integration with final systems.
Workshops mapped each step of the process and identified stakeholders. An automated system was then put in place: smart forms, e-signatures, multi-stakeholder validation workflows and back-office system integration.
Les résultats
A fully automated, auditable onboarding process. Teams now supervise, validate and track in real time the integration of each new client.
The new process provides a complete, real-time view of each client’s onboarding. Approvals are faster, data entry errors eliminated, and every action is traced for audit. Management teams can focus on client relationships rather than administration.
