Picture this: a prospective client fills in your webform at 8:47 p.m. They’re curious, cautious, and half-expecting their enquiry to sit in an inbox overnight. Maybe someone replies tomorrow… maybe not. In the meantime, their interest cools. Now imagine instead: within seconds they receive a warm, branded welcome email, a clear booking link to the correct adviser’s calendar, all without a single staff member lifting a finger. That’s the difference automation makes. At Captegra, we believe client onboarding shouldn’t feel like filling out forms; it should feel like the start of a great conversation. Why Automating Introductions Matters First impressions count. Harvard research says it takes just seven seconds for someone to form an impression. Online, the clock starts the moment that form is submitted. Automation ensures you don’t waste that moment as your prospective client feels acknowledged right away. Time is money. Every manual reply is time that could have been spent advising. McKinsey found that workflow automation can cut process time by up to 60%. That’s not just efficiency, it’s reclaiming billable hours. Consistency is king. Left to chance, onboarding looks different depending on who’s handling it. With automation, every client gets the same high-quality, on-brand welcome, whether it’s 9 a.m. or 9 p.m. The Journey: From Webform to Welcome 1. The Webform Your website or LinkedIn form captures the essentials: name, email, service interest. But keep it short as research shows 3 - 5 fields hit the sweet spot for completions. (Nobody enjoys filling out a mini tax return on the first date.) 2. Instant Confirmation The form triggers Captegra. Behind the scenes it checks: Is this a new prospect or an existing client? What’s the right next step? Then it sends the client a tailored welcome email, maybe even including a booking link. 3. Booking Integration No back-and-forth emails. The welcome email can contain a live booking link synced to adviser calendars, time zones, and availability. Captegra can even match the right adviser to the right client, based on data in the form, then send the appropriate link. 4. Team Notifications Your team is notified instantly. Advisers can prepare with context, so meetings feel personal, not generic. 5. Pre-Meeting Automation Clients receive a reminder, a “what to expect” guide, and optional resources like a financial planning checklist. It’s professional, reassuring, and saves everyone from awkward “so what happens now?” moments. Benefits for Financial Planning Firms 1. Real Time-Wealth Efficiency No more inbox-watching. Data flows into your CRM instantly, reducing lag and errors. 2. Wealth of Insights Captegra tracks where leads come from, how they convert, and what clients want, giving firms the intelligence to make sharper decisions. 3. Happier Clients 71% of clients expect personalised interactions (Salesforce research). Automation makes it possible, at scale. 4. Staff Productivity Advisers do what they’re great at, advising and building relationships, instead of playing calendar Tetris. 5. Competitive Edge In a crowded market, firms using automation simply look more modern, responsive, and client-focused. That attracts trust, and referrals. How Captegra Makes It Simple Captegra was built for Australian financial services firms with automation at the core: Webform integrations that route client data instantly. Calendar app (such as Calendly and Zoom Scheduling) syncing for bookings without the back-and-forth. Secure cloud storage to keep compliance watertight. Customisable workflows to fit your processes. Real-time reporting to prove efficiency and profitability. Think of it as a team member who never forgets, never delays, and always follows the playbook. The Future of Client Onboarding Automation is just the start. The next wave includes: AI-Powered Personalisation: Emails adapting tone and resources to each client. AI-Powered Data Gathering: Utilise our Client Portal and simply ask your clients to upload their statements, letting Captegra’s AI do the rest Integrated Compliance : Automated KYC/AML checks built into onboarding. Predictive Insights : Systems anticipating client needs before they even ask. The firms that adopt early won’t just keep up, they’ll lead. From “Maybe Later” to “Welcome Aboard” Automating introductions and bookings isn’t about replacing the human touch; it’s about freeing your team to deliver it when it counts. Ready to turn webform submissions into warm handshakes? Contact us now .
The Financial Planning Journey with Captegra: From Discovery to Review
How Real Time-Wealth helps advice firms scale faster, drive profit, and keep clients smiling—by automating the boring stuff and surfacing better data.
Welcome to Flow & Tell Let’s be real: most blogs about tech and financial services read like a toaster manual. Not here. Flow & Tell is our new blog designed for people who want to build better, faster, and smarter financial planning practices using technology — without falling asleep halfway through a paragraph. We’re part tech nerd, part advice nerd, and 100% automation-obsessed. If that sounds like your kind of cocktail, you’re in the right place. Here’s what you can expect from Flow & Tell: Fresh features explained fast – We break down our latest releases as well as the latest Salesforce tools (and other tech) into plain English, with a side of cheeky. Real-world automation wins – From meeting scheduling to implementation checklists, we’ll show how smart workflows save you time and sanity. Practical upgrades, not fluff – If it’s not useful, we won’t write about it. We’re not here to philosophise. We’re here to get sh*t done. Whether you’re an adviser looking to modernise your process, or an ops lead trying to wrangle your CRM into something that doesn’t make people cry — this blog’s for you. No jargon. No fluff. Just Real Time-Wealth ideas to build a better practice. Welcome to Flow & Tell. Let’s make your process work as hard as you do.