full-time staff members
form responses, representative of new clients, since implementation
hours (estimated) of work time saved, since 2016
(estimated) saved in paper costs and working hours, since 2016
Client Onboarding Form
HFM Investment Advisors streamlines the process for getting to know new clients.
The company’s primary use case is a family information form that collects data for new clients so that the advising team can establish solid relationships from the start. With conditional logic and questions, HFM alleviates the pain point for clients who get stumped on certain questions and abandon their submissions. Moreover, by using the Salesforce Connector, HFM guarantees that information is populated to the correct fields within their Salesforce database.
“Being able to have a smart form that can accomodate people is very important. [FormAssembly] can really be very intuitive and granular, and it can do very specific things,” Gabrieli said.