Let’s face it—manual paperwork and clunky processes are slowing down the financial services industry. Advisors are spending too much time chasing signatures, re-entering client data, and navigating outdated systems. Meanwhile, client expectations are rising, and compliance demands aren’t getting any easier.
As the financial services industry continues to evolve, automation isn’t just a nice-to-have, it’s a game-changer. Advisors who embrace smarter workflows and digital forms are not only saving time, they’re improving accuracy, reducing risk, and delivering the kind of seamless experience clients now expect.
That’s why more firms are rethinking how they handle financial forms—and turning to automation to do the heavy lifting.
The Hidden Cost of Manual Workflows
According to the 2025 Connected Wealth Report, bad data and integration gaps remain the top two technology challenges for financial advisors1 . These issues often stem from outdated, manual processes, like gathering client data across multiple forms or chasing down signatures, and just results in more errors, slower onboarding, and frustrated clients.
The Automation Advantage
The shift is already happening:
41% of financial advisors are using AI or automation tools to streamline operations 2.
Firms that adopt automation report up to 80% lower compliance costs and 60% fewer transactional errors.
Advisors with better tech stacks are gaining more clients and transitioning more smoothly between firms1.
Automation isn’t just about saving time, it also delivers a better client experience that reduces risk and frees up advisors to focus on what matters most – client relationships.
The Evolution of the Mobile, Hybrid Advisor
Today’s insurance advisor operates beyond traditional boundaries. Whether connecting with clients in person, over video, or on the go, advisors require digital solutions that keep the pace. Cloud-based platforms that support access anywhere, real-time collaboration, and mobile form completion are quickly becoming essential. These technologies empower advisors to work seamlessly across devices and locations, upholding regulatory standards while maximizing operational efficiency and delivering exceptional service.
Compliance and Client Expectations
Clients today expect fast, digital-first experiences. At the same time, regulators are demanding more transparency, accuracy, and data integrity. Automation bridges this gap by:
- Ensuring forms are always up to date
- Reducing Not-In-Good-Order (NIGO) submissions
- Creating a clear, trackable workflow for every transaction
Firms that embrace automation are in a better position to meet both client and regulatory expectations without overburdening their teams.
If you’re starting to feel the strain of outdated processes or just know there’s a better way, now’s the time to explore what automation can do for your firm. With the industry’s largest library of over 33,000 financial forms and 70+ integrations, Laser App makes it easy to streamline your workflows, stay compliant, and deliver the kind of client experience that sets you apart.
Book a call to learn more about our automated financial forms solution .
Sources
- 2025 Connected Wealth Report, Advisor360°. https://www.advisor360.com/2025-connected-wealth-report
- 2025 T3/Inside Information Software Survey https://t3technologyhub.com
