New Client Onboarding for Investment Banking Analysts with Capital IQ
Run new client onboarding on autopilot inside Capital IQ.
The Problem
Onboarding a new Investment Banking client means IPS drafting, account opening at the custodian, ACAT transfers, and 11 documents — and delays cost the AUM to hesitation.
What We Build in Capital IQ
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Datasite, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running Capital IQ — uses the native API or agent integration so nothing leaves the system of record.
Capital IQ Integration Approach
Audit your Capital IQ configuration
We map the specific Capital IQ objects, custom fields, and workflows the automation needs to touch for your investment banking practice.
Build on the Capital IQ API or agent
Integration happens inside Capital IQ — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Capital IQ with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this new client onboarding automation work natively in Capital IQ?+
Yes — we build directly on Capital IQ's API or agent integration. Your data stays in Capital IQ, your investment banking analysts keep the same login and UI, and there's no parallel system for the team to learn.
What Capital IQ configuration do we need before deployment?+
We work with your existing Capital IQ setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for investment banking teams.
Can Capital IQ handle new client onboarding on its own?+
Capital IQ handles configuration; AI handles judgment. Native Capital IQ workflows route deterministic tasks; our automation layer adds the AI judgment Capital IQ doesn't ship out of the box — document classification, exception triage, drafting.
Is Capital IQ the right tool for new client onboarding for investment banking analysts?+
Capital IQ is widely used among investment banking teams precisely because of its data model around new client onboarding. We've deployed this workflow on Capital IQ for similar firms and the integration is well-trodden.
What's the typical ROI of new client onboarding automation in Capital IQ?+
For investment banking firms running Capital IQ, automation typically pays back inside the first quarter — measured against the loaded cost of the investment banking analyst hours absorbed. Higher volumes deploy faster.
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See this running in your Capital IQ instance
30-minute call. We'll look at your actual Capital IQ setup and show exactly how this workflow fits.