Case Study: Diversified Capital Group achieves faster onboarding and time savings with CircleBlack

Diversified Capital Group cuts onboarding time by 15-25% with CircleBlack

Diversified Capital Group, a small independent investment advisory firm based in the Bay Area, faced the challenge of building a technology platform that could deliver a high level of client care and adapt to changing times. Their goal was to offer clients a simple and seamless portal while unifying their disparate systems. To achieve this, they selected CircleBlack as the cornerstone of their technological transformation.

CircleBlack provided an all-in-one wealth management platform that acted as a central hub, aggregating accounts and integrating with the firm's other technology tools. The implementation was swift, taking under 48 hours, and was supported by proactive customer service. The results were significant: the firm reduced client onboarding time by 15-25%, saved over six hours on administrative work per week, and saw a 2% increase in client retention. CircleBlack's reporting and billing integrations alone saved the firm more than 60 hours of manual work each quarter.

Diversified Capital Group