Finstrat Advisors

Finstrat Advisors – Streamlining Onboarding

75%

Cut on Onboarding

40%

improvement in client satisfaction

60+

hours/month Saved for admin team

The Challenge

Onboarding involved 12+ days of back-and-forth emails
Physical document signing and ID verification delayed progress
Clients were often confused about the next steps

This process was hurting their reputation and limiting growth.

Our Approach

We built a branded digital onboarding portal with:

Secure form collection (Typeform + Dropbox)
eSignature integration (DocuSign)
Automated email reminders and status updates

We also trained staff on how to monitor and assist with onboarding through the new portal.

Technologies Used

Typeform
DocuSign
Dropbox
Zapier
Mailchimp

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