Case Study: financial services group streamlines client document management with SideDrawer

financial services group cuts document turnaround from a month to days with SideDrawer

Financial Services Group (FSG), a holistic financial planning company, faced significant challenges with its time-consuming and intimidating client onboarding process. The advisor, Delta Sciur, had to mail or email large 50-100 page documents, a process that could take up to a month and risked clients forgetting to disclose important information. They turned to SideDrawer to streamline communication and simplify paperwork.

By implementing SideDrawer's platform, specifically its Info Request functionality, FSG was able to share documents and gather client information securely in just three clicks. The solution eliminated the risks of email and provided a central, secure location for all documents. This resulted in a vastly more efficient engagement, saving considerable time for both the advisor and her clients, and allowed the practice to focus on higher-value tasks.

Financial Services Group