Easy, Automatic
Client Onboarding
Whitecrow's custom client onboarding, email reply, tagging and filing system cut administrative time by 70% across the firm.
Brief
- Client Onboarding
- Email Automation
- Document Filing
Client onboarding required manual data entry across multiple systems. Routine email enquiries consumed hours each day, and critical documents were being misfiled or lost in overflowing inboxes.
Senior advisors were spending more time on admin than with clients — and the overhead was growing faster than the firm could hire for it.
Approach
- CRM Integration
- Reply Drafting
- Smart Filing
Whitecrow built an integrated AI system that automates onboarding end-to-end — extracting information from submitted documents, populating CRM records, and triggering compliance checks without manual input.
Context-aware email replies are drafted for advisor approval before sending, and incoming messages are tagged, filed and routed to the right folder and team member — so nothing slips through the cracks of an overflowing inbox.
Results
Why leading teams trust Whitecrow
“The Whitecrow team have been amazing to work with. They are incredibly responsive and proactive, with an outstanding ability to understand our business pain points and streamline our internal workflows. Their input to PCA has been game-changing, and I highly recommend them.”
“We estimate that they have saved at least a full-time administration officer with general duties and typing, which is a saving of around $90K — and have not replaced the last admin when they retired.”
— Grant Harrington, Director of Private Certifiers Australia
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