Case Study: Large Financial Services Organization achieves faster, more focused reports by consolidating 15 questionnaires into one with Mitratech HotDocs

How a large Financial Services organization automated their paper-based processes with digital document generation

The Large Financial Services Organization, which provides wealth planning through a network of independent advisors and counselors, faced an inefficient, paper‑based client discovery process: regional advisors collected lengthy, error‑prone questionnaires that produced 15+ discrete report deliverables requiring manual merging. To scale operations, reduce callbacks and eliminate handwriting and submission issues, the organization selected Mitratech HotDocs, deploying the HotDocs Advance client interview solution.

Mitratech HotDocs implemented a web‑based master questionnaire and template‑driven document assembly using HotDocs Advance’s configurable logic and scripting. The solution consolidated 15 standalone questionnaires into one, automated document generation, removed paper and manual merging, and cut ambiguity from partially submitted forms—streamlining the questionnaire process and accelerating delivery so advisors can focus on higher‑value work.