Finance
Lindqvist Capital Advisors
Cut client-onboarding time in half by automating suitability screening ahead of the first advisor conversation.
The challenge
Prospective-client onboarding took nearly two weeks, most of it spent on manual suitability screening and paperwork chasing.
The solution
Voltheris screens prospects against suitability and compliance criteria automatically and schedules qualified leads directly with an advisor.
Before / after
Onboarding cycle
18 days
9 daysAdvisor hours on screening
11 hrs/wk
2 hrs/wkConsultation show-rate
64%
91%Return on investment
0%
ROI within six months
How it went
From first call to measurable result.
- 1
Discovery
Weeks 1–2Documented suitability and compliance criteria alongside Lindqvist’s compliance team.
- 2
Build
Weeks 3–5Screening and scheduling automation built with full audit logging for compliance review.
- 3
Launch
Week 6Rolled out to the advisory team after a two-week shadow period alongside manual screening.
- 4
Result
Month 6Onboarding cycle cut in half; qualified-consultation volume up 37%.
“Compliance was our biggest hesitation going in. It turned out to be the easiest part.”
Owen Faraday — Managing Director, Lindqvist Capital Advisors
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Get started
Let’s see what’s worth automating.
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