Client onboarding required manual data entry across multiple systems. Routine email enquiries consumed hours each day, and critical documents were being misfiled or lost in overflowing inboxes.

Senior advisors were spending more time on admin than with clients, and the overhead was growing faster than the firm could hire for it.

Whitecrow built an integrated AI system that automates onboarding end to end, extracting information from submitted documents, populating CRM records, and triggering compliance checks without manual input.

Context-aware email replies are drafted for advisor approval before sending, and incoming messages are tagged, filed and routed to the right folder and team member, so nothing slips through the cracks of an overflowing inbox.