Redefining IRA Onboarding with Automation

Our client is a leading provider of self-directed IRA (SDIRA) custodianship and alternative investment administration. The company enables clients to diversify their retirement portfolios by investing in assets such as real estate, promissory notes, oil and gas, private placements, and cryptocurrencies. With over 18,000 clients nationwide, our clients is renowned for its exceptional customer service and commitment to investor education, offering weekly classes, workshops, and seminars to empower clients in making informed investment decisions.

• Cumbersome PDF form, high error and abandonment rates
• Leads lost via emailed forms, confusing submission
• No visibility or tracking in Salesforce for application stages
• Highly customized Salesforce config added complexity
• DocuSign used separately—no Salesforce integration or automation

• Collaborated with customer to build an AI-enhanced onboarding process in Salesforce.
• Launched branded, intuitive online form with built‑in validation for error-free submissions.
• Automated Salesforce integration: form data flows directly into CRM, streamlining records.
• Embedded DocuSign e‑signature workflow, issuing digital contracts immediately after submission.
• Enabled end-to-end tracking in Salesforce, with automated reminders and sales notifications.

• Up to 50% faster applications with minimal manual intervention
• Instant data submission and lead creation via Site.com + DocuSign integration
• Error-free, guided experience for prospects, improving accuracy and satisfaction
• Captured partial leads automatically, even if applications aren’t completed