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Quarterly RIA Tech & Funnel Analysis: Q2 2024

Platform: AdvisorTek Homegrown CRM & Custody Dashboard

User Segment: Tech-Forward RIAs

Data Scope: End-to-End Client Onboarding Funnel

Funnel Stages & Drop-off Rates:
- Stage 1: Prospect Enters CRM (Source: Website, Referral): 150 prospects
- Stage 2: Initial Consultation Scheduled: 120 prospects (20% drop-off)
- Stage 3: Proposal Sent via Custody Tool: 90 prospects (25% drop-off)
- Stage 4: Account Opening Initiated (Digital Account Opening API): 72 prospects (20% drop-off)
- Stage 5: Account Funded & Onboarded: 60 new clients (16.7% drop-off)

Key Tool Usage Metrics:
- Avg. Time from Proposal to Account Opening: 4.5 days
- Digital Account Opening (DAO) API Success Rate: 95%
- Top CRM Integration Point: Automated follow-up email sequence after proposal.
- Most Used Custody Tool Feature: Performance Reporting Dashboard (viewed by 85% of clients post-onboarding).

Advisor Feedback (from internal survey):
- "The CRM-to-custody integration is seamless for proposals, but the initial data entry for prospects is still too manual."
- "Clients love the digital account opening process. It's much faster than our previous paper-based system."
- "Need better analytics on why prospects drop off between consultation and proposal."

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