Success Story
Industry
Financial Services
FormAssembly Improves New Client Web Forms for HFM Investment Advisors, LLC
100 hours
of work time saved.
$1500
saved in paper cost and working hours.
216
form responses, representative of new clients, since implementation.
Overview
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 with web forms.
Challenge
Before 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.
“We know that in reality, we’re competing with other companies that are also large financial companies. People are getting used to doing things online and having a clearly worked out onboarding process. Old processes can dig at your credibility and show that you’re living in the past or not up with the times, which can translate into a loss of client trust and potentially their business.”
Solution
The new client intake web form is crucial in 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 its form intake process for several years with minimal maintenance and low strain on its staff members.
Results
Since implementing FormAssembly in 2016 HFM Investment Advisors, LLC has streamlined and improved their family information form, resulting in many hours and dollars saved. As a small business, this savings and the ease of use with FormAssembly collecting their data and sharing it directly with Salesforce is crucial for their growth.
5
full time staff members.
216+
form responses, representative of new clients, since implementation
100+
hours of work time saved since implementation
$1500+
saved in paper costs and working hours since implementation
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