Are you a financial advisor struggling with a time-consuming and error-prone agreement generation process? Discover how one of our clients was able to streamline its process and improve efficiency with the help of RooksDM. Our team of technology consultants implemented automation and CRM integration to reduce manual data entry and improve the tracking of client information.
The Challenge
Cumbersome Agreement Generation Process
The client, a financial advisory firm, was spending a lot of time generating new client agreements and entering the same data into multiple systems. Previously they would take a template agreement and copy and paste new client data into the document. They would manually need to save this and sent it to the client for e-signature.
As they continued to grow, this seemly simple workaround became cumbersome. It was not only time-consuming to manually create client agreements, but also increased the risk of errors. Simple mistakes happen with repetitive manual tasks when the workload increases. The client needed a solution that would streamline the process and make it more efficient.
The Solution
RooksDM Implements Streamlined Solution
- RooksDM worked with the client to understand the current process, identify inefficiencies, and determine the technology needed to overcome them.
- To streamline the process, RooksDM implemented an internal form that would trigger workflow automations.
- This form interfaced with the client’s CRM for tracking and sending communications to the client.
- Additionally, it generated client agreements based on templates for e-signature and created client-specific files and folders.
The Result
Significant Improvement in Efficiency and Service
After implementing the solution, the client saw a significant improvement in the efficiency of their agreement generation process. The automation enabled them to generate agreements quickly and easily, reducing the time spent on manual data entry. Additionally, the form’s integration with the CRM made it easier to keep track of client information and send communications.
The client was also able to provide a better service to their clients by having agreements ready to be signed quickly. Overall, the solution provided by RooksDM helped the client to streamline their process, save time, and improve the overall service provided to their clients.