# New Client Onboarding & Account Opening — Financial Services AI agent | Mihu AI

Financial Services · Advisory

# New Client Onboarding & Account Opening

Coordinate the multi-step account opening process for new advisory clients.

Set up this outcome

## Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

Custodian / Account System Brokerage/custodian platform holding client assets — balances, account type, RMD data. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Sends required onboarding documents for e-signature via the e-signature platform.

Tracks completion and coordinates funding/transfer instructions once signed.

Confirms the account's open/funded status via the custodian system, and notifies the adviser to schedule the initial portfolio review.

Never interprets risk questionnaire results or recommends an allocation itself.

## Data sources

CRM onboarding checklist Custodian account status

## What it targets

Onboarding completed within the target timeline Target 85%

Funding delays caught and followed up Target 90%