Case Study: Robert W. Baird (Baird) achieves 75% faster client onboarding and doubles volume without adding staff with OpenText LiquidOffice

OpenText LiquidOffice Helps Baird Achieve Tremendous Productivity and Efficiency Gains

Robert W. Baird & Co. (Baird) is an employee‑owned international wealth management, capital markets, private equity and asset management firm with more than 2,500 associates and over $75 billion in client assets. Baird faced slow, labor‑intensive onboarding: new‑client and broker setups required collecting paper forms and manually entering data into critical systems, creating delays, compliance risk, and accounting inaccuracies.

By deploying OpenText LiquidOffice’s Intelligent Forms Automation, Baird digitized paperwork, automated data capture and routing, and enforced compliance with full auditing. Within six weeks paper processing time fell by about 75%, the firm handled double the volume without adding staff, reduced errors, improved accounting accuracy and client experience, and achieved significant cost savings.

Baird

Scott Hanson

First Vice President and Business Process Manager