🚀 Onboarding Assistant
Deliver a world-class onboarding experience—without the back-office.
As a solo advisor, you don’t have time to chase paperwork, answer the same onboarding questions, or manually guide every client through the same steps. Onboarding Assistant does it for you—automatically and professionally.
It works like a digital client concierge, helping you:
✅ Guide clients through KYC, risk tolerance, and account setup—step-by-step
✅ Customize workflows by account type (IRA, trust, rollover, individual)
✅ Sync everything with your CRM, custodian, and e-signature tools
✅ Get alerts only when your attention is needed
No more form confusion. No more delays. Just happy, well-prepared clients.
It’s like hiring an onboarding coordinator—without the salary.
🕒 Saves You Time
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Automates data gathering, document collection, and form reminders.
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Frees up hours of back-and-forth communication.
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Reduces no-shows and follow-up admin.
📈 2. Increases Client Conversion
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Keeps the momentum going after the discovery call.
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Guides prospects through every step of the onboarding journey.
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Fewer drop-offs, more closed clients.
🧾 3. Organizes Your Process
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Brings structure to an often messy or improvised process.
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Ensures no onboarding step is missed or forgotten.
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Clients get a consistent, professional experience every time.
🧠 4. Makes You Look Polished
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Instant digital forms, automated reminders, and personalized checklists make you look buttoned-up and tech-forward.
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Helps build trust early in the relationship.
🤖 5. Works Like an Onboarding Coordinator
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Replaces the need for a client service associate or VA.
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Handles scheduling, document requests, and reminders—on autopilot.
💰 6. Gets Clients to Revenue Faster
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The sooner a client is onboarded, the sooner they can be billed, invested, or planned for.
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Reduces pipeline stagnation and improves cash flow predictability.
⚡ 1. Clear, Guided Experience
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Clients know exactly what to expect, what’s needed, and what to do next.
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Reduces confusion and overwhelm during onboarding.
📋 2. Simple, Step-by-Step Intake
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Friendly chatbot walks them through providing info and uploading documents.
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Feels easier and more modern than emailing spreadsheets or PDFs.
📅 3. Easy Scheduling & Follow-Ups
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Clients can schedule plan review calls or onboarding steps directly from the assistant.
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Automated reminders ensure they don’t forget.
💬 4. Responsive Support
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Clients can ask questions during onboarding and get immediate responses.
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No more waiting for a reply just to move forward.
📲 5. Mobile-Friendly Experience
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Can complete onboarding tasks from their phone—ideal for busy professionals.
✅ 6. Feels Personalized & Professional
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Tailored messages make them feel known and valued, even before the first official meeting.
Works with your team and your campaigns
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Client Intake Workflow
Step-by-step collection of key info (goals, income, risk tolerance, etc.)
Document Uploads
Clients can upload statements, IDs, and forms directly
Automated Reminders
Scheduled nudges for incomplete tasks or missing docs
Calendar Scheduling
Lets clients schedule next onboarding step (e.g., plan review)
Onboarding Dashboard
Shows you client progress and bottlenecks
Custom Task Lists
Provides clients with a personalized checklist of what to do next
We know what you're thinking...
"But I already have a call booking form on my website. Why do I need Discovery Assistant?"
When someone hits your form, how many actually fill it out? How many feel unsure, get distracted, or have questions that never get answered — and quietly bounce away?"
Discovery Assistant fixes that gap. Instead of passively waiting for them to fill a form, Discovery Assistant engages them actively: asks personalized questions, answers their concerns, builds trust in real-time, and guides them to book a meeting — when they’re ready and excited.
You’re not just capturing leads — you’re capturing qualified, warmed-up, ready-to-talk leads.
"Okay, I see why it's valuable for me, but I don't want it to feel gimmicky or spammy."
Neither do we. In fact, that's exactly why Able was built specifically for financial advisors like you.
The conversation style is professional, empathetic, and human — not pushy, not salesy. It mirrors how you would talk to a prospective client.
You set the tone: warm, helpful, consultative.
We customize it to your brand and voice, so it feels like an extension of your practice, not some generic bot.
"This seems to good to be true. What about compliance?"
Absolutely critical. And built in from Day 1.
Able Discovery Assistant is built with compliance best practices in mind for financial services:
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No advice is given — only general information, answering FAQs, and guiding the prospect to book a call.
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Everything is tracked and recorded — so you have a full audit trail if ever needed.
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Custom disclaimers and disclosures are easily added to ensure you're fully covered.
- No data is used for AI model training — recent advances in AI technology have made it possible to use AI while ensuring none of data used for training.
"Sounds good, but I’m busy. I don’t have time for a complicated setup."
Totally understand. You're busy growing your practice, not wrestling with tech.
Good news: Setup is zero-hassle for you.
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We build it.
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We customize it to you.
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We install it on your website.
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You're up and running in days — not weeks.
You get a simple dashboard where you can see every lead, every conversation, every scheduled call. That's it.
No heavy lifting on your side — just more leads coming in while you sleep.
"What if I try it and it don't need it?"
Fair question. And it’s why we offer a 30-day money-back guarantee.
If you're not seeing clear value — more qualified conversations, more booked calls — we’ll refund you, no hard feelings.
I’ll even help you review your website and give you honest feedback before we install — if I don’t think it’ll move the needle for you, I’ll tell you. My goal is a win-win, not just another subscription you regret.