Onboarding Automation / Wealth management
A calmer path to wealth account opening
Progressive data capture and intelligent document prefill reduced friction without weakening controls.
31%
conversion lift
45%
fewer drop-offs
6
verification steps
The engagement
Client
Lattice Wealth
Focus
Wealth management
The challenge
The workflow was moving, but nobody could see where it was breaking.
Teams had the right intent and the wrong surface area: files in inboxes, rules in documents, and decisions split across systems. The first step was to make the current state observable without asking operators to change everything at once.
The solution
A governed layer between evidence and action.
We combined structured extraction, policy-aware validation, and human review into a workflow that exposed exceptions instead of burying them. Each output carried evidence, confidence, and a durable event record.
Result
Applicants completed more of the journey on their first session, with exceptions clearly surfaced.