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SolutionsAcquired client onboarding

The deal closed. The paperwork didn't.

Caddi reads every account form from the firm you acquired, keys the household into Salesforce, files the signed copies to Box, 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 household and filed the formAcquired client to Salesforce, no retyping
From the acquired firmNew Account ApplicationJoint account · page 1 of 4
Okafor HouseholdHousehold · Acquired client
Account ownerAda N. Okafor
Primary contactAda N. Okafor
Joint ownerEmeka Okafor
Secondary contactEmeka Okafor
Date of birth09/23/1961
Birthdate09/23/1961
Address412 Linden St, Ann Arbor MI
Mailing address412 Linden St, Ann Arbor MI
Signed formApplication.pdf
Household folderFiled
BeneficiaryOkaf?? Fam. Trust
BeneficiaryUnclear 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

Every acquired client, typed in again.

The deal moves the clients, not the data. Each household arrives as scans, spreadsheets, and signed agreements that someone on your team keys into Salesforce, usually after hours.

Where it lives today

  • Scanned account forms
  • Client list spreadsheet
  • Signed advisory agreement
  • Missing pages by email
Household createdSalesforce

02The run

Read, keyed, filed, assigned.

Caddi picks up each form as it lands, keys the household into Salesforce, files the signed copy to Box, and opens the onboarding tasks.

Caddi run

  1. Form picked up from the transition folderBox
  2. Household and accounts keyedSalesforce
  3. Signed copy filed to the householdBox
  4. Onboarding tasks openedSalesforce

Every field logged, anything unclear held for a person

03The result

Your team checks. It does not type.

Your operations team reviews the exceptions instead of retyping every household, and the same run is ready for the next acquisition.

Transition batch · Acquired firm
Households keyed
212 of 240
Signed forms
Filed to Box
Existing clients
Not overwritten
Onboarding tasks
Opened
Possible duplicate
For reviewMatches a current client, held

From firms running Caddi

“That 17-minute process is boiled down to two and a half minutes.”

Salesforce consultant to an 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

Acquired-client onboarding workflows teams run on Caddi

See all

Caddi

Onboard the next acquisition without the late nights

See how Caddi keys an acquired firm's account forms into Salesforce and files them to Box, in a 30-minute walkthrough on your own forms.