FinanceIntake & New Business

Account Record Creation

Built for RIA Intake Teams.

Extract required details from account-opening PDFs and create the linked household, person, and new account form records, reducing manual data entry for client services teams.

Why this matters

The manual work this replaces

Staff manually pull account-opening data from client PDFs, check for existing records, and create linked household, person, and financial account records across systems.

What Caddi does

How the automation runs

  1. Box
  2. Salesforce
  3. Adobe Acrobat
  1. It uses Box to retrieve client paperwork and Acrobat or PDF viewers to extract required data for entry.
  2. In Salesforce, create a household account, add a person account for the client, and enter all demographic, contact, employment, and financial details.
  3. The workflow concludes by creating and finalizing a NAF record linked to the client, ensuring all fields and associations are complete.
Value created

What changes after Caddi

Speeds account setup, improves record consistency, and reduces manual work required to complete and finalize NAFs.

Browse all
Finance

Intake PDF Filing

Extract client and contract details from intake PDFs, rename and file them to the right submissions folder, and update the submission tracker, reducing manual document handling for client services teams.

Finance

Signed Model Form Archiving

Collect signed model selection forms and archive the final PDFs with the right metadata, reducing manual follow-up and filing for advisor teams.

Finance

Typeform Response-to-Lead

Write each Typeform response to the CRM with the right routing, tags, and owner, reducing manual lead intake for RIA business development teams.

See it on your stack

Want Account Record Creation automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.