Case Study: a wealth management firm streamlines client onboarding with 27Global's Form Manager

wealth management firm cuts onboarding from 60 to 2 minutes with 27Global

A wealth management firm faced a highly manual and inefficient client onboarding process. Their employees were manually copying data from Salesforce into DocuSign fields, leading to errors and a process that could take hours to complete. To solve this, the firm partnered with 27Global to develop a custom Form Management application.

27Global's solution was a cloud-based application that seamlessly integrated Salesforce, DocuSign, and Egnyte to automate form population and submission. The implementation by 27Global drastically reduced the time to prepare and send documents from up to an hour down to just one or two minutes, while also eliminating manual data entry errors and improving workflow efficiency across teams.