Independent research
Understanding the everyday work of client onboarding.
I'm Mike Matthews, founder of Matthews Automation. My background is in fraud and wire risk and wealth management.
I'm speaking with people at independent advisory firms to understand the work involved in getting a new client set up. I want to learn where documents, signatures, transfers, and internal handoffs create repeated follow-up, and where the process already works well.
This research will help me decide whether there is a useful problem for me to work on. I am not offering an advisory product or asking anyone to buy a service through this research.
One question for your team
During your last client onboarding, what caused the most back-and-forth, if anything? Missing documents, signatures, transfers, or something else?
One line by email is helpful. Please keep it general: no client names, account information, documents, or confidential firm information.
mike@matthewsautomation.netIf you received an email from me
I found your business contact information in public sources. Participation is optional, and no meeting is required. If you prefer that I do not contact you or your firm again, tell me by replying to the email.
I will use responses to understand common workflow themes. I will not publish an identifiable quote or name your firm without your permission.