B
Evidence Grade B
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accuracy verified by the review judge
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Recent
40%
40% -- share of onboarding journey consumed by account opening for wealth management onboarding (2025)
McKinsey reports that 40% of the onboarding journey is consumed just by account opening tasks.
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Lighthouse Research Team
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Evidence graded
Value
40%
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
McKinsey
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
McKinsey
· Original study ↗
Methodology
Cited from McKinsey research by vendor blog
Methodology documented
Segmentation
Industrymarketing
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Plain Text
wealth management onboarding: 40% share of onboarding journey consumed by account opening. Source: McKinsey (2025). Via Lighthouse Intelligence -- https://lighthousedata.io/data/onboarding-journey-account-opening-40
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<blockquote cite="https://lighthousedata.io/data/onboarding-journey-account-opening-40" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>40%</strong> -- share of onboarding journey consumed by account opening for wealth management onboarding<br><small>Source: McKinsey (2025) · <a href="https://lighthousedata.io/data/onboarding-journey-account-opening-40" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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