Case Study: Robertson Stephens accelerates estate planning and boosts client engagement with Vanilla

Robertson Stephens cuts estate planning time from 6 hours to 45 minutes with Vanilla

Robertson Stephens, a wealth management firm, faced a bottleneck in scaling its estate planning services. Manually creating estate plan summaries took an average of six hours per client, which limited this comprehensive service to only their highest net worth clients. They partnered with Vanilla and implemented its AI Estate Summary to overcome this challenge.

Using Vanilla's solution, Robertson Stephens reduced the time to create an estate plan summary from six hours to just 45 minutes. This efficiency gain allowed them to democratize the service and offer it to mass affluent clients, not just the ultra-high net worth segment. The visual and interactive nature of Vanilla's platform also became a major differentiator in business development, helping the firm close 85% of prospects and drive approximately $170 million in new assets annually.

Robertson Stephens