How Waterfield Advisors is leveraging Digital Paperwork to onboard new clients in minutes while providing a high end customer experience

The story of how Waterfield Advisors, a leading wealth advisory firm, digitized their customer onboarding paperwork with Leegality

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“The way the system functions, the flexibility of uploading PDFs, all of that was very user-friendly. The tool itself is very easy to use. The service manager team finds it very easy to use, because of the flexibility of attaching a PDF and triggering it to a customer. It is as simple as that. Everyone has expressed that it is very easy…We also had our clients coming back and saying that this is a very user-friendly application”

Himanshu Maheshwari,

Executive Director- Business Support

Quick look at our work with Waterfield Advisors

Give customers what they want

The convenience of a fully digital process is what their HNI customers want and deserve

Decreased TAT to mere minutes

Now customers can get onboarded within minutes, regardless of where all the signers are located

No paper no problems

Document tracking is very easy as all the signed documents get stored electronically. Additionally, the audit trail issued gives comfort to the compliance team

Kept business flowing

Negated the effects of lockdowns on their business with Digital Paperwork

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We spoke to Kartik Kini, Chief Operating Officer at Waterfield and Himanshu Maheshwari, Executive Director - Business Support at Waterfield on how and why they went about digitising their paperwork:

The role of paperwork in Waterfield’s customer onboarding journey
Their Customer Onboarding Process before and after Leegality
The business implications of a cumbersome physical process
Why Waterfield decided to digitise its customer onboarding journey
The business benefits of Waterfield’s new fully digital process
Their interaction with Leegality’s support and account management teams