Case Study: a national registered investment advisor achieves faster, compliant client onboarding with Zymr

a national registered investment advisor speeds onboarding and cuts manual rekeying with Zymr

The customer, a national registered investment advisor (ria), faced a manual and paper-heavy client onboarding process that was slow, error-prone, and introduced significant compliance risk. Zymr was engaged to rebuild this process into a secure, automated, end-to-end experience.

Zymr delivered a secure onboarding portal that unified data capture, automated KYC/AML checks, integrated e-signatures, and connected directly to custodial platforms. The solution dramatically reduced cycle times, eliminated manual data entry, and provided a clear audit trail. This allowed the RIA to improve speed and quality, reduce operational costs, and shift advisor hours from administration to client advice.