For RFG Advisory, an independent RIA managing over $8 billion in assets, the shift away from spreadsheets and repetitive manual inputs has transformed its operational capacity. The firm supports more than 100 advisors who previously faced unpredictable transition timelines when moving client accounts. Working with Feathery, the team implemented a repeatable workflow that automatically identifies data inconsistencies, pre-fills mandatory documentation, and triggers DocuSign envelopes for immediate client signature.
RFG Advisory Cuts Onboarding Time With Feathery AI
Transitioning hundreds of client accounts between custodians used to force wealth management firms into a cycle of manual data entry and administrative bottlenecks. By integrating Feathery’s AI decisioning system, RFG Advisory has more than doubled its form generation speed, allowing the firm to execute complex repapering projects by day one.
Ross Thompson, manager of advisor transitions at RFG, noted that the platform allows his team to prepare workflows before a transition begins rather than reacting to crises in real time. This automated approach eliminates the common errors associated with manual form processing. By streamlining these back-office requirements, RFG maintains the high-touch service standards expected during critical client moves while significantly reducing the administrative burden on its transition and operations staff.
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