Technology
Financial Advisor Workflow Automation: How to Create Compliant Proposals in Under 10 Minutes (Not Weeks)
Industry standard for client onboarding is 1-6 weeks. Top advisors now complete the entire workflow—from statement scanning to compliant proposal delivery—in under 10 minutes. Here's the complete breakdown of how workflow automation is transforming financial advisory.
Cameron Howe • Nov 20, 2025 • 25 min read