FormAssembly Initiates New Client Onboarding for HFM Investment Advisors, LLC
The Form Advocate
Jason Gabrieli (CFP), Investor Coach
Case Study Snapshot
HFM Investment Advisors, LLC came to know FormAssembly through their use of Salesforce. As a small business with a staff of only 5 full-time personnel, “finding new technology to solve our problems, and make the experience better for clients,” was of utmost importance, Gabrieli said. The firm primarily uses FormAssembly to initiate the onboarding process with new clients and to alleviate the strain of manual data entry.
About HFM Investment Advisors, LLC
- An independent, fee-based investment management and financial planning firm
- Mission is to educate & empower individuals, families and businesses to make wise financial decisions
- Registered Investment Advisory (RIA) firm
- Dedicated to community service and support of local nonprofit organizations
full-time staff members
form responses, representative of new clients, since implementation
hours (estimated) of work time saved, since 2016
Lack of Modern Digital Processes
Prior to implementing FormAssembly as their web form solution, HFM Investment Advisors used paper forms and manual processes when conducting new client intakes. Not only was this burdensome for their small staff, but they suspected that it would hold them back from keeping up with modern competitors. As a small business, they recognized the need to stay on the cutting edge of technology when it came to client relationships.
Time-Tested, Dependable Web Forms
Although the business has one primary use case, that one form plays an integral role in shaping their business. The form is crucial in the process of getting to know new families and clients, and HFM collects at least a dozen responses per month. Since the form is intuitively connected to Salesforce, it saves time and manpower.
As a result, Gabrieli estimates that since the firm started using FormAssembly in 2016, they’ve managed to save up to 100 working hours and an estimated $1,500 in costs for data entry and paper supplies.
One of the greatest benefits of using FormAssembly is its dependability and simplicity. HFM has continued to use their form intake process for several years now, with minimal maintenance and low strain on their staff members.
“One of the best things about FormAssembly is extremely reliable. I set up my form 2 years ago and I’ve never had to fix it,” Gabrieli said.