Case Study: Mariner Wealth Advisors achieves centralized HR, legal, and compliance workflows with Onspring

Mariner - Customer Case Study

Mariner, a financial services firm with 575 employees across 41 U.S. offices, faced mounting HR, legal and compliance complexity as it scaled—relying on multiple ad hoc HR tools and duplicate systems to handle recruiting, onboarding, payroll, benefits and marketing requests. Seeking a single, secure enterprise content and process management platform (with IP‑range restrictions and two‑factor admin authentication), Mariner engaged Onspring to provide a flexible, centralized solution.

Onspring delivered its cloud-based, no‑code platform—deploying out-of-the-box Corporate Counsel and Risk Management solutions and partnering with Mariner to build 3+ custom workflows and reports (PTO accrual/approval, onboarding/offboarding, marketing request routing), dashboards and a central organizational hub. The Onspring implementation centralized personnel files, legal tickets and marketing materials, automated approvals and onboarding processes, and enabled performance reporting across HR, legal and marketing—giving Mariner real-time visibility and reducing manual handoffs across its 41 offices.

Mariner