-- In an era where financial firms are still burdened with outdated paperwork and manual processes, Xraised has selected Finpace as the best-in-field solution for AI-powered financial onboarding and compliance management. After an extensive evaluation, Xraised chose Finpace due to their unparalleled ability to convert clunky PDFs into clean, pre-filled webforms, simplify the client signing process, and ensure seamless CRM integration—all with full compliance and audit capabilities.
Forrest Tuten, the awardee and founder of Finpace, expressed his passion for simplifying the complex and burdensome administrative tasks financial professionals face. “Advisors didn’t choose this profession to push PDFs. From one formerly frustrated advisor to my potential users: my job is to make your paperwork disappear, forever.”
Finpace: Setting the Standard for AI-Driven Financial Solutions
Finpace’s cutting-edge technology redefines how financial professionals handle paperwork. By transforming PDF forms into dynamic webforms that are pre-filled from your CRM, Finpace ensures that every document is ready for signing with zero manual data entry. For Registered Investment Advisors (RIAs) and other financial firms, this is a game-changer.
With Finpace, advisors can offer clients a seamless, mobile-first experience, dramatically reducing NIGO (Not In Good Order) errors and eliminating hours spent on repetitive administrative tasks. Xraised has chosen Finpace because they set the bar in the financial tech space with their AI-driven innovation and operational efficiency.
Tuten shared, “When data maps once and pre-fills everywhere, you stop re-typing and start advising.” His words reflect the core of Finpace’s mission: to help advisors focus on what matters most—serving clients, not filling out paperwork.
Why Xraised Chose Finpace: A Clear Industry Leader
Xraised’s selection of Finpace highlights the growing demand for solutions that optimize both client experience and regulatory compliance. Financial professionals face increasing pressure to deliver faster and more efficient onboarding while maintaining compliance with ever-evolving regulations. By integrating Finpace, Xraised recognized that Finpace is leading the charge with a solution that streamlines every step of the financial onboarding process—from form creation to signing and syncing with CRM systems like Wealthbox, Redtail, and Salesforce.
In a crowded marketplace, Finpace stood out for its ability to reduce time spent on onboarding, significantly lower the risk of NIGO errors, and ensure that firms are fully compliant with KYC, ADV, and disclosure requirements.
Finpace's Core Features: Streamlining the Financial Onboarding Process
- AI Form Builder: Finpace transforms PDF documents into dynamic webforms that are pre-filled from CRM data. The platform also auto-deduplicates fields, ensuring smooth data capture.
- One-Pass e-Signature: Advisors and clients can sign multiple documents with one-click, streamlining the process and eliminating the need for separate signatures for each form.
- Instant CRM Sync: Integration with popular CRM platforms like Wealthbox, Redtail, and Salesforce ensures that the data is automatically updated across all systems.
- Built-in Compliance: With embedded compliance features like KYC, ADV, and disclosure management, Finpace helps financial firms meet the highest regulatory standards. The platform is SOC 2 compliant and uses AES-256 encryption to safeguard client data.
- White-Label Solution: Finpace offers a white-label solution that integrates seamlessly with a firm’s branding, making the experience feel customized for each financial advisor.
A Vision for the Future of Financial Onboarding
Forrest Tuten, co-founder of Finpace, shared his vision:
“Every click leaves a trail—so ops sleep at night and audits go faster.” This reflects the robust compliance and security features that are built into Finpace, helping firms stay audit-ready without the manual burden. Tuten continued, “Our mission is to automate everything that doesn't require human input, so advisors can focus on what truly matters: building relationships with clients.”
His leadership in AI innovation has positioned Finpace at the forefront of the financial tech industry, ensuring that the company’s solutions not only save time and money but also help advisors avoid costly mistakes.
Proven Outcomes: Immediate Results for Financial Advisors
Firms that have adopted Finpace have reported significant improvements in operational efficiency and cost reduction:
- Onboarding Time: Financial advisors now complete onboarding in minutes, compared to the previous days or even weeks spent on paperwork.
- Reduction in NIGO Errors: By automating the data entry and form submission process, Finpace has helped firms reduce NIGO errors by 50–80%.
- Time Savings: Advisors save an average of 3–4 hours per household, allowing them to spend more time building relationships with clients and less time on administrative tasks.
- Revenue Growth: Faster onboarding and fewer drop-offs have translated into a greater number of funded accounts, contributing to impressive year-over-year revenue growth.
Xraised’s Choice: Why Finpace Was the Clear Winner
Xraised chose Finpace because of their proven expertise and groundbreaking AI technology. Finpace stands out in the crowded field of financial technology for its ability to automate complex financial workflows, from form creation to signature capture, and ensuring compliance throughout the process. With Finpace, financial firms can move away from paper-based processes and embrace an AI-driven solution that significantly enhances both efficiency and compliance.
Xraised is confident that Finpace’s innovative approach will lead to continued growth and success for the firms using it, as they have already seen a 500% year-over-year growth rate and consistently report increased operational efficiency and improved client experience.
The Future of Financial Onboarding is Here
In choosing Finpace, Xraised has identified a leader in the field of AI-powered financial onboarding solutions. As Finpace continues to innovate, it sets a new standard for the financial services industry, offering firms a seamless, AI-driven solution that saves time, reduces errors, and ensures compliance.
For more information on how Finpace is revolutionizing financial onboarding, visit Finpace. To learn more about Xraised, visit Xraised.
Contact Info:
Name: Gianmarco Giordaniello
Email: Send Email
Organization: Xraised
Address: 950 Great West Rd
Website: https://xraised.com/
Release ID: 89170534
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