Case Study: Keel Point achieves faster, paperless client onboarding with Docupace Technologies

Docupace Helped Keel Point Get Up to Speed With Digital Client Onboarding

Keel Point, an advisory firm, was struggling with a highly manual client onboarding and new account opening process. Although the firm used Docupace Technologies’ platform to store documents, its seven locations were still printing, faxing, scanning, and manually bundling paperwork, creating inefficiencies and frequent NIGOs.

Docupace Technologies reworked Keel Point’s workflows into digital account-specific bundles, enabled e-signature-based onboarding, and provided hands-on training and ongoing support for staff across five states. As a result, Keel Point cut back-office time, reduced paperwork turnaround from days to minutes in many cases, improved visibility into missing forms, and significantly lowered NIGOs.

Keel Point

Scott Montes

Branch Office Supervisor