Case Study: Catalyst Private Wealth accelerates client onboarding with Anvil

Catalyst Private Wealth - Customer Case Study

Catalyst Private Wealth, a San Francisco-based wealth advisory firm serving tech entrepreneurs and executives, needed a faster way to onboard new clients. Their process relied on email, DocuSign, Salesforce, LaserApp, and other disconnected tools, which created delays, manual data entry, and a clunky experience for digitally savvy clients. Anvil helped streamline this workflow with its digital onboarding solution.

Anvil built a secure online workflow that consolidated Catalyst’s client profile questionnaire, fee schedule, and discovery questions into one guided experience, with integrations for DocuSign, Dropbox, and Salesforce. The result was a much smoother client experience, less manual data entry for staff, and a dramatic reduction in onboarding time from several weeks to just a couple of days, helping Catalyst scale more efficiently.

Catalyst Private Wealth

Brad A. Herman

Founder