How Avion Wealth Cut Client Onboarding Time by 30%

At Avion Wealth, precision in operations and exceptional client experience are key to their service delivery.

The company’s CEO, a former commercial airline pilot and military professional, established a culture of rigorous operational focus.

However, before adopting Process Street, these well-documented processes were managed mostly on paper, leading to inefficiencies and challenges in task management.

Alana Wells, Chief Operating Officer joined the company in April 2024.

Image quoting how Avion handled their processes on paper

In this case study, we’re going to cover:

Challenges faced by Avion Wealth & How Process Street assisted
How Process Street transformed Avion Wealth’s operations
Benefits gained by implementing Process Street
Key uses of Process Street at Avion Wealth
Results: How Process Street empowered Avion Wealth

Challenges faced by Avion Wealth & How Process Street assisted

Before adopting Process Street, Avion Wealth encountered several significant challenges due to their reliance on paper-based processes.

These challenges hindered their ability to manage tasks effectively and adapt to a more modern, remote work environment.

Here’s how Process Street helped overcome these obstacles:

Challenge: Transitioning from paper-based methods

Avion Wealth’s processes were detailed but relied heavily on paper, leading to various problems:

Inconsistent task management: Tasks were harder to track and manage effectively.
Time-consuming client onboarding: Onboarding clients took longer than necessary, impacting efficiency.
Limited visibility into real-time process status: The team struggled to see the progress of tasks in real-time, leading to delays and miscommunications.
Inability to work effectively asynchronously or remotely: The reliance on in-person processes made remote work challenging.

Solution

Process Street provided a cloud-based solution that automated these processes, making task management more consistent, speeding up client onboarding, improving visibility into workflows, and enabling the team to work more effectively from anywhere.

How Process Street transformed Avion Wealth’s operations

Since integrating Process Street, Avion Wealth has seen significant improvements.

Image quoting how Avion's performance improved after using Process Street

One of the most significant benefits has been in task management across their 200+ household accounts.

Image quoting how Avion worked before using Process Street

In addition to streamlining onboarding, Avion Wealth is integrating Process Street with Salesforce, which promises to further enhance operational efficiency.

Image quoting how Avion has included Salesforce integration in their Process Street workflows

Process Street’s utility extends across various areas of Avion Wealth’s business.

Image quoting what Avion uses Process Street for

This broad application supports Avion Wealth’s ability to work asynchronously and remotely, which became essential due to the COVID-19 pandemic.

Image quoting how Avion's were heavily reliant on in-person paper trails

Alana is particularly impressed by the user-friendly nature of Process Street.

Image quoting what Avion likes about using Process Street

Benefits gained by implementing Process Street

Implementing Process Street brought a range of benefits to Avion Wealth, significantly improving how they manage their operations and serve their clients.

By moving away from manual, paper-based methods to a streamlined digital platform, Avion Wealth experienced the following advantages:

Reduced client onboarding time by 30%

Process Street helped Avion Wealth cut down the time needed to onboard new clients, allowing them to serve clients more efficiently.

Enhanced task management and visibility

With Process Street, the team gained better control over their tasks, ensuring nothing falls through the cracks and everyone stays on the same page.

Facilitated asynchronous and remote work

The shift to a cloud-based platform enabled the team to work from different locations and time zones without missing a beat.

Easy to update and push changes across all active workflows

Process Street made it simple to update processes and ensure that everyone is working with the latest information, improving consistency and efficiency.

Integrated seamlessly with Salesforce for further automation

Integrating Process Street with Salesforce allowed Avion Wealth to automate more aspects of their operations, reducing manual effort and increasing accuracy.

Here’s an improved version of that section:

Key uses of Process Street at Avion Wealth

Avion Wealth has integrated Process Street into various aspects of their business, making their operations more efficient and organized. The platform plays a crucial role in the following areas:

Efficient client onboarding and service delivery

Process Street helps Avion Wealth onboard clients quickly and ensures that their services are delivered smoothly.

Streamlined internal training and task management

The platform simplifies the training of new employees and makes task management more organized and efficient.

Marketing initiatives

Process Street supports the planning and execution of marketing campaigns, helping the team stay on track and meet their goals.

Onboarding and offboarding employees

Avion Wealth uses Process Street to manage the processes of bringing new employees on board and handling the departure of outgoing staff, ensuring everything is done correctly and consistently.

General human resource functions

The platform also helps with other HR tasks, making it easier to manage employee records, compliance, and day-to-day HR activities.

Results: How Process Street empowered Avion Wealth

Implementing Process Street brought about meaningful improvements in how Avion Wealth operates.

Here are the operational improvements they experienced:

Improved efficiency

Switching from paper to digital processes drastically cut down the time required for client onboarding and other tasks, allowing the team to work more quickly and effectively.

Centralized control

Process Street provided a clear, unified view of all operations, ensuring tasks were consistently managed and processes ran smoothly.

Facilitated remote work

The platform made remote and asynchronous work much easier for the team, which was especially important during the COVID-19 pandemic and continues to be beneficial.

Ongoing improvement

With simple updates and the ability to apply changes across all workflows, Process Street made it easier for Avion Wealth to continuously improve and scale their services.

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