A new client, start to finish. A person at every gate.
Client onboarding in Bunya Command Centre takes a new client from the first call to advice in place. Bunya prepares the work at each stage, and a person on your team checks it and moves the client on.
Book a demo- Sample HouseholdStage 2 · DiscoveryBunya preparing
- Morgan ExampleStage 8 · ImplementWith Sam · client services
- Taylor ExampleStage 7 · Sign-offWaiting for client authority
- Example FamilyStage 5 · Confirm intentReady for Alex to approve
What changes
The advice is rarely the hold-up. The gaps between the steps are.
Onboarding slows down where work changes hands. Command Centre gives every handoff an owner, the evidence it needs and a next action.
| The work | Today | With Command Centre |
|---|---|---|
| Handoffs | Work sits in an inbox until someone notices. | Every stage has an owner and a next action. |
| File notes | Typed up after the meeting, from memory. | Drafted from the call, checked by the adviser. |
| Fact find | Retyped from notes, emails and old forms. | Inputs drafted from what the client has already said. |
| Missing documents | Found at paraplanning, so the client waits again. | Requested early and filed to the client as they arrive. |
How it works
Four phases. Who does what at each one.
- Engage
Getting to know the client
Bunya preparesA draft file note from the first call, and fact-find inputs from discovery.
Your team decidesChecks the note and confirms the fact find with the client.
- Strategy
Working out the advice
Bunya preparesModelling inputs and a branded strategy presentation with the fee quote.
Your team decidesThe adviser applies strategy judgement and presents it.
- Activation
From go-ahead to the SoA
Bunya preparesAn SoA request pack from the recorded discussion.
Your team decidesThe client says go. The adviser checks the pack before it moves on.
- Implementation
Putting the advice in place
Bunya preparesAuthority paperwork, implementation tasks and the first review date.
Your team decidesThe client authorises. The adviser signs off each action.
An example of a configured workflow. Your stages and approval points are agreed in your Blueprint. All eight stages, explained ↗
Every handoff
Who is waiting for what.
See every client in onboarding, the stage they are at and who owns the next step.
Advice pipelineWhy firms choose Bunya
Built to be checked. Built around your firm.
Bunya prepares the work. Nothing is used or sent until someone on your team checks it.
Client records, documents and approvals sit in your firm’s own tenancy.
Stages, roles and approval points are agreed in your Blueprint before anything is built.
Your Blueprint names what to keep, connect or retire. Nothing is assumed.
Regional Prosperity Financial Advice is connecting client information and advice workflows with Bunya. Read their story ↗
Questions