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SolutionsClient onboarding

Automate client onboarding. From signed client to open account.

Caddi reads every account form and keys it into Salesforce, checks it for NIGO before it goes in, and holds anything unclear for a person.

  • 99%of agent runs complete successfully
  • ~45 minon average to build your first agent
  • 1M+back-office tasks completed
Caddi keyed the applicationPaper form to Salesforce, no retyping
Scanned PDFNew Account ApplicationTrust account · page 1 of 6
Larkspur Family TrustHousehold · New client
Account ownerDana R. Larkspur
Primary contactDana R. Larkspur
Date of birth04/11/1968
Birthdate04/11/1968
SSN•••-••-4471
SSN, last 44471
Address18 Alder Way, Bend OR
Mailing address18 Alder Way, Bend OR
BeneficiaryLarkspur Children's Trust
BeneficiaryLarkspur Children's Trust
Annual income$2?0,000
Annual incomeUnclear on the scan, held for review
5 of 6 fields keyed1 for a person

Firms running Caddi

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Portner & Shure
  • Knight Law Group

01Rekeying

One household, typed at every hop.

From DocuSign into the CRM, then into each custodian's paperwork. Every hop is a chance for a field to disagree.

Where it lives today

  • Signed advisory agreement
  • Household record
  • Account application
  • Transfer form
Account openedSchwab

02The run

Prefilled, signed, checked, filed.

Forms prefilled from the CRM and sent together turn a week of back-and-forth into one signing session.

Caddi run

  1. Household data pulledSalesforce
  2. Custodian forms prefilledSchwab
  3. Packet sent for signatureDocuSign
  4. Signed copies filedBox

Checked for NIGO before submission

03NIGO

Caught before the custodian sees it.

Missing signatures, blank fields, and values that disagree with the CRM are caught before submission, not learned from a rejection.

NIGO check · Larkspur Family Trust
Signatures
All present
Account title
Matches CRM
Beneficiaries
Complete
Trust certification
Attached
Date of birth
For reviewDiffers from CRM, held

From firms running Caddi

“She didn't even realize she made a mistake. It came back saying the person was 126 years old, and so that was a red flag. So it caught that. And it caught something else on the annuity.”

Compliance associate, RIA

“That wasn't just a diagram. It actually went and did all that because it already had all the connections necessary.”

Salesforce consultant to an RIA

Client onboarding workflows teams run on Caddi

See all

Caddi

Onboard the next household in one pass

See how advisory firms use Caddi to open accounts faster with fewer NIGO rejections, in a 30-minute walkthrough on your own onboarding workflow.