FinanceOperations
Model Selection Forms
Built for Finance Operations Teams.
Pull household and account details to populate a model selection form and send it for signature, reducing manual form prep for advisor teams.
Why this matters
The manual work this replaces
Must manually locate the right model selection form, pull household and account data from Salesforce, complete the document, and route it for signature.
What Caddi does
How the automation runs
- Initiate the process by identifying the client household in Salesforce and accessing the Files tab to locate the Orion model selection form.
- Download and review the form using File Explorer and PDF viewer, then extract necessary client and account information from Salesforce, input the extracted data into a Microsoft Word template, save the completed form, and verify details in Salesforce.
- Finally, upload the document to DocuSign, designate the advisor as the recipient, and send it for electronic signature.
Value created
What changes after Caddi
Speeds form completion, improves data consistency, and gets model selection documents to advisors for signature with less manual work.
See it on your stack
Want Model Selection Forms automated at your firm?
Show us this workflow and we'll demo Caddi running it end-to-end on your tools.