AI Onboarding Assistant
Collect every KYC and account-opening document without a human chasing paper, so new clients are funded in days instead of weeks.
Before
Onboarding stalls for weeks while an assistant chases IDs, forms, and signatures one email at a time.
After
Each new client works through your account-opening checklist with automatic requests, DocuSign envelopes, and follow-ups until the file is complete.
What it handles
- Track each new client against your account-opening checklist
- Request outstanding KYC documents by email and text
- Send and track DocuSign envelopes for signatures
- Flag stalled or incomplete files to the advisor's team
When it hands off to a human
Escalates to the advisor's team when a file stalls past your threshold, when a client pushes back on a document, or when anything requires judgment — the AI collects and tracks; it never assesses suitability or gives advice.
Works with your stack
Our live AI demo line is coming soon — join the list and we'll invite you to try it first.
/demo →Frequently asked questions
Does it decide what's required for KYC?
No. Your compliance checklist defines the required documents; the AI works that list. It collects and tracks — it never makes a compliance or suitability judgment.
How are documents handled securely?
Documents flow through your existing tools — DocuSign for signatures, your CRM for storage. The AI coordinates the chase; it doesn't become a new place your client data lives.
What if a client asks about account types or products?
It routes the question to the advisor and says so plainly. Product, market, and portfolio topics are never handled by the AI — that boundary is built in.
How often does it follow up on missing documents?
On the cadence you set — typically every two to three business days, with escalation to your team after the third attempt.
Can the advisor see onboarding status at a glance?
Yes — each file's checklist status lives on the client record in Wealthbox or Salesforce, updated on every touch.
Last updated: July 2026