From Lead to Client in 5 Clicks: How Ningi Streamlines Client Onboarding
Most back offices make client onboarding a multi-day, multi-system ordeal. In Ningi, a lead becomes a client in five clicks — with every detail preserved.
Client onboarding in financial advice has traditionally been a nightmare of duplicate data entry, lost emails, and systems that don't talk to each other. A lead comes in from your website. You copy their details into your CRM. Then again into your back office. Then again into your compliance tool. Then again into your client portal. Each step is a chance for errors, delays, and frustration — for both your team and the prospect who is already wondering if they chose the right adviser. Ningi takes a fundamentally different approach. When a potential client completes an Engage Journey on your website — an IHT calculator, a financial health check, a pension review — their details automatically create a lead record in Manage. No manual entry. The information flows straight from your website into your pipeline. From there, the journey is seamless. The lead appears on your Kanban board. You assign an adviser, record the source, and track every interaction through a guided workflow. When you book a meeting, a task is automatically generated. After the meeting, you record the outcome. When it's time to convert, you click "Convert from Lead to Account" and the status changes from Lead to Active — unlocking the full client record, fact find, document management, and everything else. Here's what makes this powerful: nothing is lost in the transition. Every note, every email, every meeting record from the lead stage carries through to the active client account. The AI has context on the entire relationship from day one. For firms that don't use the lead pipeline, you can also create client accounts directly — click "+ Add New Account", choose the client type and adviser, enter a name, and you're done. The account is live and searchable immediately. And when relationships end? Archiving preserves everything for compliance while removing the account from active view. If circumstances change, unarchiving restores full access. The result is a pipeline where no lead slips through the cracks, no data gets duplicated, and the AI has complete context from the first website visit to the hundredth annual review.