Case Study: Robert W. Baird & Co. achieves 75% reduction in paperwork time and doubles onboarding capacity with Hewlett Packard Enterprise (HP Process Automation)

HP Process Automation Helps Baird Achieve Tremendous Productivity and Efficiency Gains

Robert W. Baird & Co., a global, employee‑owned wealth management and asset management firm, faced a slow, labor‑intensive on‑boarding process that required manual entry of client and broker paperwork into multiple systems, creating delays, errors and compliance risk. To address this, Robert W. Baird & Co. engaged Hewlett Packard Enterprise and its HP Process Automation solution to digitize and standardize workflow across client on‑boarding and other business functions.

Hewlett Packard Enterprise implemented HP Process Automation to convert paper packets into digital, case‑based workflows with full auditability, automated routing and compliance checks. The deployment cut paper processing time by 75% within six weeks, enabled Baird to handle roughly twice the volume without adding staff, reduced human processing errors, and improved accounting accuracy and visibility across the on‑boarding lifecycle.

Robert W. Baird & Co.

Scott Hanson

First Vice President and Business Process Manager