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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
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
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:
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