Made for Canadian Financial Advisors 🇨🇦
Automate Your Client Onboarding Process
(From first contact to compliance-ready client file)
Onboarding a new client involves emails, meetings, documents, and compliance- and it all takes time. Cloven’s client onboarding automation tools help financial advisors simplify the process with custom workflows for KYC, doc collection and other key steps.
The Problem
You’re wasting time with bad onboarding- and losing clients!
- You chase clients for missing documents
- KYC and compliance steps are scattered
- There’s no clear hand-off process or progress tracking
- You spend hours on manual follow-ups and reminders
Here’s how to automate client onboarding in 4 simple steps
Getting started with Cloven is simple — and our team will support you every step of the way.
Step #1
Capture New Leads Into a Structured Flow
Whether from a form or referral, new clients are automatically added to your onboarding pipeline. Connect your inbox, website forms, and referral channels so new leads flow straight into Cloven — no copy-pasting required.
Step #2
Launch Custom Onboarding Workflows
Trigger welcome and onboarding emails, assign tasks to any team members, and set automated deadlines for each step – easy to setup!
Step #3
Collect Documents With Ease
Use built-in forms and e-sign tools to gather KYC info, compliance required documents, and other key files – you can automatically do all of this!
Step #4
Strengthen Client Relationships
Stay up-to-date with upcoming life term renewals and annual reviews with Cloven’s pre-built reporting.
Automatically follow up on these key events using tools like Cloven’s Portfolio Summary generator.
 Here’s Why Teams in Canada Are Using Cloven
“I’ve had the pleasure of working with Massimo and his team at Cloven, and I can confidently say that their CRM software is by far the best in our industry.”
Jake Sheehan, Life Design Systems
“Cloven has been a game changer for our business…we used another provider the past 10 years, and have received more from Cloven in the first 6 months than from the previous provider over the 10 years.”
Adam Bornn, Managing Partner, Parallel Wealth
“Through working with the Cloven team, I’ve been able to automate key customer touchpoints. Not only has this saved me time, but it’s led to countless upsell opportunities.”
Cory Greenspan, President, Rockfield Financial
“With Cloven, I can be confident that I’m following up with each client appropriately and no-one is falling through the cracks. It provides the system to allow us to scale our business.”
Austin Wassink, Principal Advisor, Hometown Life Insurance
Want to ask specific questions?
We understand that a face-to-face conversation is sometimes best. Let's get on a call sometime to explore Cloven and get all your questions answered!
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