Case Study: Vanderbilt Financial Group speeds advisor transitions and goes paperless with Docupace Technologies

Vanderbilt Financial Group Uses Docupace to Accomplish a Mission of Sustainability

Vanderbilt Financial Group (VFG), an independent broker-dealer known for its sustainability and impact-investing focus, needed a faster, more efficient way to recruit and onboard advisors while staying true to its paperless culture. Long, paper-heavy advisor transitions were slowing the process and risked interrupting business, so VFG turned to Docupace Technologies and its digital workflow tools, including Docupace Advisor Transitions.

Docupace Technologies helped Vanderbilt Financial Group streamline advisor transitions, paperless client onboarding, and document management through a secure, cloud-based platform. With Docupace Advisor Transitions, VFG reduced average advisor transition time by about 30%, cutting roughly a month off the prior three-month process and enabling some large transitions to be completed in as little as 30 days.

Vanderbilt Financial Group

Kerim Tulun

Certified Financial Planner