Case Study: Symphony Wealth Group streamlines estate planning and speeds client signings with Wealth.com

Symphony Wealth Group streamlines estate planning for 80+ clients with Wealth.com

Symphony Wealth Group, a wealth management firm, faced a challenge with a slow and expensive estate planning process that involved referring clients to local attorneys; this often discouraged clients from completing their plans. The firm partnered with Wealth.com to streamline this service for their advisors and clients.

Using the Wealth.com platform, the process became simple and efficient, allowing clients to complete most work from home and finalize plans in about 30 minutes. Since implementing the solution, Symphony Wealth Group has introduced the platform to more than 80 clients, resulting in overwhelmingly positive feedback and a significantly improved client experience.

Symphony Wealth Group