B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Recent
74%
74% -- firms losing investors due to onboarding delays for wealth management firms (2025)
74% of wealth management firms are losing investors due to delayed and inefficient onboarding according to Fenergo.
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Lighthouse Research Team
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Source verified
Evidence graded
Value
74%
Unit
Percentage
Data Vintage
2025
Entity
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
50
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
Fenergo
Primary
Tier C
https://jiffy.ai/onboarding-without-friction-ais-role-in-reducing-client-fatigue/ ↗
Source Article
Reducing Client Onboarding Fatigue in Wealth Management with AI
Why Clients Feel Dissatisfied Even Before They Begin, And How AI Helps You Reimagine Client Onboarding
In wealth management, first impressions aren’t made during a portfolio review—they begin during onboarding. And when that process is clunky, time-consuming, or overly manual, investors don’t wait a…
Original Research
Fenergo
· Original study ↗
Methodology
Cited from Fenergo research by vendor blog
Methodology documented
Segmentation
Industrymarketing
Cite this stat
Plain Text
wealth management firms: 74% firms losing investors due to onboarding delays. Source: Fenergo (2025). Via Lighthouse Intelligence -- https://lighthousedata.io/data/firms-losing-investors-onboarding-74
HTML Embed
<blockquote cite="https://lighthousedata.io/data/firms-losing-investors-onboarding-74" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>74%</strong> -- firms losing investors due to onboarding delays for wealth management firms<br><small>Source: Fenergo (2025) · <a href="https://lighthousedata.io/data/firms-losing-investors-onboarding-74" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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