FinanceAdvisors & Client-Facing

Cash Request Processing

Built for Financial Advisors.

Pre-fill cash request forms with household and account details, validate the requested amount against available cash, and route the request for advisor approval and signature, reducing manual processing for client services teams.

Why this matters

The manual work this replaces

Client services staff manually look up household accounts, complete cash request forms, validate balances, and route them for approvals across systems.

What Caddi does

How the automation runs

  1. Salesforce
  2. Docusign
  3. Microsoft Outlook

This process handles a client cash request from intake to approval. It pulls the household and account details from the CRM, identifies the funding account with sufficient cash, completes the firm's cash request form with the required fields, attaches supporting account statements, and routes the form to the assigned advisor for approval and e-signature.

Value created

What changes after Caddi

Speeds client cash requests from intake to approval and reduces manual lookups and form rework for operations teams.

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See it on your stack

Want Cash Request Processing automated at your firm?

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