Case Study: McLean & Partners Wealth Management Ltd. achieves faster, simpler account opening and updates with Doxim Client Onboarding

McLean & Partners Speeds and Simplifies the Account Opening and Updating Process

McLean & Partners Wealth Management Ltd., an independent Calgary-based wealth manager with over $1.0 billion in assets under management, faced a slow, paper-based account opening process that required re-typing client information, produced inconsistent MS Word documentation and branding, and made timely updates and secure access difficult. The firm engaged Doxim and selected the Doxim Client Onboarding solution to address these challenges.

Doxim implemented Doxim Client Onboarding to automate account opening and update workflows, enabling business users to configure questionnaires, rules and documents via a Change–Review–Deploy process. The solution eliminated repetitive data entry, centralized and secured client information, ensured consistent branded documentation, and allowed on-demand updates—significantly improving productivity and turnaround time for McLean & Partners.

McLean & Partners Wealth Management Ltd.

Alan Rees

Chief Operating Officer