Atominvest’s onboarding tools make the complex simple, improving customer satisfaction, reducing overhead and positioning your business for scale.

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Faster onboarding, improved customer experience

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Partnering with Atominvest accelerated investor onboarding by up to 8x, enabled real-time client support and significantly reduced errors. The improved first-time-right rate has eased the burden on internal teams and cut reliance on third-party providers, such as legal counsel, while improving customer experience and saving money.

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Full integration into fund management systems ensures seamless scalability, operational transparency, and compliance at each stage.

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Key outcomes

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• Streamlined investor subscriptions and fund closings reduce onboarding times up to 8x

• Improved client satisfaction and reduced errors with a guided onboarding experience including live chat support for investors

• Improved first-time-right rate that alleviates the burden on internal support teams and minimizes the need for rework and reliance on expensive 3rd party providers
• Increased client retention
• Increased ability to handle higher volume flow 

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Problem: Complex legacy processes

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The asset management firm was facing significant bottlenecks in onboarding investors for its large-scale alternatives platform, with challenges including:

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• Managing the complexity of a global investor base accessing many funds across different domiciles
• Inability to re-use of onboarding work from one platform fund to another due to differing processes and service providers
• Lack of onboarding automation coupled with rapidly growing volumes making it hard to offer white-glove customer service, leading to ever higher demand for internal support teams
• Inability to grow the alternative book without a linear increase in the cost base

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Atominvest has revolutionized our investor onboarding process, cutting down on both time and costs while enhancing our overall investor experience. This is a key initiative as we look to grow our business significantly
‍Managing Director, Client Service

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Solution: An automated & streamlined onboarding process

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Atominvest’s digital investor onboarding tools not only solved the firm's onboarding challenges but also automated and streamlined their process across platforms:

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• Digitized subscription document and tax workflow to simplify and improve the investor experience
• Built-in guardrails, live support chat and intuitive web form experience to reduce errors, saving rework and save time required from 3rd party service providers
• Full integration into their AM systems offering seamless workflow handoffs and full transparency into onboarding progress
• Support for ongoing process refinement &optimization to ensure platform can support rapid growth in volumes

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Atominvest turns investor onboarding from a resource-draining bottleneck into a scalable, automated workflow that gets investors live faster, reduces operational burden, and elevates the entire client experience. With automation, built-in quality controls, and deep integrations, firms can grow without adding cost or complexity.

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Ready to streamline investor onboarding and scale with confidence?

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Book a demo with us today.‍