Waterfield advisors

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

No email. No phone number. Truly free case study
Himanshu M - Waterfield Advisors
Waterfield quote

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
Read Full Case Study

Here is a quick peek into what has changed with Leegality

Waterfield BEFORE and AFTER Leegality:

Before Leegality

After Leegality

Cumbersome

Cumbersome process for customers: Customers had to fill out bulky paperwork

Customers

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

High TAT

High TAT: The turnaround time for finishing the customer onboarding process was very high, especially when signers were located in different places

Decreased TAT

Decreased TAT to mere minutes: Now customers can get onboarded within minutes, regardless of where all the signers are located

Paperwork Hassle

Physical paper is a hassle: Paper is prone to damage and is difficult to track. Lost papers can become a serious compliance issue

No paper

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

Lockdown affected

Lockdown affected business continuity: Lockdowns affected the movement of paper and people, thereby affecting business

Business flowing

Kept business flowing: Negated the effects of lockdowns on their business with Digital Paperwork

Waterfield case study

READ THE FULL IMPLEMENTATION STORY →

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:

Pro icon

The role of paperwork in Waterfield’s customer onboarding journey

Pro icon

Their Customer Onboarding Process before and after Leegality

Pro icon

The business implications of a cumbersome physical process

Pro icon

Why Waterfield decided to digitise its customer onboarding journey

Pro icon

The business benefits of Waterfield’s new fully digital process

Pro icon

Their interaction with Leegality’s support and account management teams

Waterfield case study

Other Case Studies

""