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We analyzed your advisor onboarding and it's broken.

Cameron Nordholm

Onboarding agents and advisors is broken. Collecting CRDs, NPNs, SSNs over and over again ensures that your conversion rates are low, friction is high, and data is often incomplete. In addition to being slow, the experience for agents and advisors is painful:

We analyzed the top 100 insurance and asset manager flows for registering and onboarding advisors and the results were rough: 

  • 12 form fields
  • 2 day registration completion
Just some of the applications we analyzed.

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