Client onboarding automation for advisory firms.
Zomma extracts client data from your intake documents and fills the CRM, custodian, planning tool, and carrier portals end-to-end. Stops one click before submit for human approval. Forty-five minutes per intake becomes ten.
Intake is a tax on every new client relationship.
A new client signs. The CSA opens five tabs and starts retyping the same data. One missing field, one mistyped date, and the application comes back NIGO — Not In Good Order. The client's first impression of your firm is paperwork, redo'd.
of paper applications come back NIGO. Even e-apps run 4–10%.
Hexureaverage new-client onboarding for an advisory firm.
Celentof client data is double-entered across systems.
r/CFP, 2026per client intake on a deployed Zomma workflow.
Pilot benchmarkOne intake. Every system. End to end.
- 01
Detect intake.
Zomma watches an inbox or shared folder. New scanned document arrives, the workflow starts.
- 02
Extract every field.
Names, DOBs, SSNs, addresses, beneficiaries, product type, broker code. Typed PDFs, handwritten forms, mixed.
- 03
Populate the CRM.
Creates the contact in Redtail or Wealthbox with full fields, household links, and tags.
- 04
Fill the destination.
Routes the application to the right destination: Schwab, Fidelity, Pershing, Allianz, NGL, LSW, Osiris, Black Diamond, Orion. Conditional fields handled per carrier.
- 05
Pause at submit.
Zomma stops one click before submit. A human approves. Every step is logged for the CCO.
Built for an operations team in a regulated firm.
Pre-trained on the advisor stack.
Hundreds of carrier and custodian forms, the major CRMs, and the planning and reporting tools your team logs into every day.
Your credentials. Your control.
Isolated sandbox, credentials scoped and rotatable, human approval before any final submit. Pause or revoke at any time.
Every correction becomes memory.
Your CSA fixes one field, Zomma learns the rule. Knowledge stays when people leave. The next intake is faster than the last.
Built to pass your CCO's review. Every action recorded in an append-only audit log with 7-year retention. Designed for SEC Rule 204-2 and state equivalents. Per-tenant data isolation, AES-256 encryption, human approval before any final submit.
What firms ask first.
Yes. Zomma combines OCR with a visual model, with low-confidence fields flagged for human review. Typed PDFs run at 95%+ field accuracy; handwritten run at 80%+ with review.