Case Study: Diversified Capital Group streamlines client onboarding and saves time with CircleBlack

Diversified Capital Group - Customer Case Study

The customer, Diversified Capital Group, is an independent investment advisory firm that sought to adopt new technology to deliver a high level of client care and adapt to changing times. Their challenge was to find a platform that could provide a seamless and simple client portal alongside robust reporting capabilities to service and grow their business for the future.

The vendor, CircleBlack, implemented its unified wealth management platform, which acted as a central hub for the firm's technology stack. The solution integrated disparate systems, automated workflows, and provided proactive customer service, leading to measurable results. Diversified Capital Group reported a 15-25% reduction in onboarding time, saved over six hours on admin work per week, and saw a 2% increase in client retention. Most notably, the firm saves over 40 hours per quarter using CircleBlack's reporting and an additional 20+ hours using its billing application.

Diversified Capital Group

Paul Laughton

Founder and Principal