When Liston Newton Advisory sought to modernize their client onboarding process, they turned to Content Snare to replace outdated manual methods with an efficient, automated system.
Client onboarding is a critical but time-consuming process for accounting and advisory firms.
Liston Newton Advisory, a firm specializing in business advisory and accounting services, faced all of the usual obstacles in getting clients onboarded — from data collection and verification to the actual organization of client-related files.
But that was before they turned to Content Snare and started using a new system to automate client data collection and modernize information gathering. The result? A 50% increase in efficiency and a far smoother experience for everyone involved.
We spoke with Liston Newton Advisory’s Darriel Mendoza and Raven Ambrocio to understand how Content Snare has revolutionized their client onboarding process.
Liston Newton Advisory is an Australian accounting and business advisory firm. One of the main aspects of their work involves onboarding new clients, ensuring compliance with ATO, ASIC, and the Tax Practitioners Board. However, their previous method of collecting and managing client data was far from seamless.
Darriel Mendoza, Onboarding Specialist at Liston Newton Advisory, recalls the inefficiencies of their former system:
We used to gather client information manually using spreadsheets and email correspondence. It was time-consuming, messy, and required constant back-and-forth communication. Keeping track of client responses was a major challenge.
Without a structured system, delays were inevitable.
They would scatter critical documents across email threads, follow-ups were manual, while important compliance information was often incomplete. The firm needed a better way to ensure accuracy and efficiency.
The turning point came when one of Liston Newton's partners attended a business expo and explored different automation solutions. After comparing various tools, Content Snare emerged as the best fit for their needs.
We looked at multiple providers, but Content Snare stood out. The team addressed all our concerns, from security to automation, and made us confident that this was the right move.
Once they made the decision, the onboarding team wasted no time implementing Content Snare. This turned out to be the very beginning of their data collection system’s transformation.
Today, Liston Newton Advisory uses Content Snare daily to collect, validate, and store client information securely. Instead of juggling emails and spreadsheets, they can now manage everything from one central platform.
Raven Ambrocio, Onboarding Administrator at Liston Newton Advisory, underlines the interactive nature of Content Snare:
Clients appreciate how user-friendly it is. They can go back and update their responses if needed, and our team gets notified instantly. It has completely streamlined our process.
Not only did Content Snare streamline organization, but it also improved communication. The platform’s automated reminders make sure that clients complete their submissions on time, which drastically reduces the time spent on follow-ups.
Since implementing Content Snare, Liston Newton Advisory has seen remarkable results, both in terms of efficiency and accuracy. Here’s how Mendoza describes it:
In terms of numbers, I would say that it has improved the efficiency by 50%, but we're still continuously improving it. Data accuracy and completeness improved massively, I would say 70%.
Mendoza explained that Content Snare’s built-in validation features—such as required fields and conditional formatting—make sure that submissions meet compliance standards before they even reach the onboarding team.
Before, we had to manually verify every entry. Now, the system prevents incorrect or incomplete data from being submitted in the first place.
Liston Newton Advisory is confident they made the right choice with Content Snare. The ability to provide a seamless client experience while maintaining compliance has been a game-changer, according to Amborcio:
If we were thinking competitively, we might not want to share Content Snare with others. Now seriously, if you want to make your onboarding process smoother, it’s an absolute must-have.
Mendoza adds that he has encountered a lot of systems in his career doing administration and managing databases and platforms.
I would say Content Snare is one of the best products out there right now. You can easily develop a form based on the needs of your business. If your business needs accuracy of information, easy communication, and a handy tool to interact with clients, then Content Snare is going to be a perfect fit for that.
If your firm is still stuck using outdated methods, it’s time for a change. Content Snare offers a structured, automated solution to streamline client data collection, reduce delays, and free up your team’s valuable time.
Join Liston Newton Advisory and other forward-thinking firms in transforming the way they work.
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