Case Study: HFM Investment Advisors saves 100 hours and $1,500 with FormAssembly

FormAssembly Improves New Client Web Forms for HFM Investment Advisors, LLC

HFM Investment Advisors, LLC, a small financial services firm with 5 full-time personnel, needed a better way to handle new client onboarding. Before working with FormAssembly, the firm relied on paper forms and manual data entry, which was burdensome for its staff and risked making its process look outdated to clients.

FormAssembly provided HFM Investment Advisors with web forms that connect directly to Salesforce, helping the firm initiate new client intake and reduce manual work. Since implementing FormAssembly in 2016, HFM has saved up to 100 working hours and an estimated $1,500 in paper and data entry costs, while handling 216+ form responses from new clients with minimal maintenance.

HFM Investment Advisors

Jason Gabrieli

Investor Coach