Streamline and scale client service with Zapier
Wealth management automation connects your tools and triggers workflows across Client communication management, Client onboarding (KYCAML), and Portfolio reporting.
Trusted by 3.4 million companies
Explore wealth management use cases
Wealth management automation connects your tools and triggers real-time actions across Portfolio reporting, Client communication management, Client onboarding (KYCAML), and Client communication management. Build workflows that eliminate manual work and keep your entire finance stack in sync.
Client onboarding (KYC/AML)
Accelerate client onboarding with automated intake routing, identity checks, and approval alerts
Client communication management
Improve client communication with automated outreach logging, reply routing, and meeting follow-up
Portfolio reporting
Streamline client reporting with automated report generation, summary drafting, and delivery tracking
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Related solutions
Transform your wealth management with Zapier
Elevate wealth management with Zapier automation. Automate client outreach, streamline onboarding, and deliver portfolio reports—and that’s just the start.
Client communication management
Every client touchpoint stays timely
Automate client communication across email, CRM, and task workflows. Route outreach from HubSpot or Wealthbox CRM into Gmail and Slack so advisors never miss follow-ups. Keep client service consistent.
Automated client follow-ups
Trigger outreach after meetings, form fills, or CRM updates so advisors follow up on time without maintaining manual reminder lists.
CRM activity alerts
Surface key CRM changes in Slack or Gmail so advisors see client activity fast and respond before follow-ups slip.
Meeting reminder workflows
Send reminders before scheduled reviews and log tasks automatically, keeping advisors prepared without checking calendars by hand.
Personalized email routing
Route client emails by segment, advisor, or account type so the right message goes out from Gmail at the right time.
Advisor outreach tasks
Create follow-up tasks from calls, emails, or forms in Notion or Trello so outreach never depends on manual note review.
How it works
Wealth management automation connects your tools, detects client updates and portfolio events, and triggers workflows automatically. Track onboarding status, client outreach, and reporting tasks in real time—without manually checking records.
Step 1
Connect your tools
Integrate platforms like Wealthbox CRM, Salesforce, HubSpot, CRM systems, and reporting tools to centralize client data.
Step 2
Define triggers
Set conditions for new client records, onboarding status changes, portfolio review dates, document requests, or reporting deadlines.
Step 3
Automate & measure
Send reminders, create tasks, update records, and continuously track client service improvements automatically.
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.