Case Study: United Capital Advisor & Zoe Network Advisor streamlines client onboarding with Zoe Financial

United Capital Advisor & Zoe Network Advisor onboard clients in a day with Zoe Financial

United Capital Advisor & Zoe Network Advisor, a financial advisory practice, needed to streamline its inefficient and paper-heavy client onboarding process, which was causing significant delays. The practice turned to Zoe Financial and its wealth platform to solve this operational challenge.

Zoe Financial provided a digital onboarding solution featuring a unified dashboard for viewing all client accounts and an intuitive process for opening and funding accounts. This eliminated back-and-forth paperwork and reduced the time spent on administrative corrections. As a result, the advisor can now onboard new clients in a single day, a process that previously took weeks. This efficiency gain provided by Zoe Financial has enabled the practice to say yes to more clients, including those with smaller accounts.

United Capital Advisor & Zoe Network Advisor