This past year, Kestra Financial developed and implemented a new technology platform, Digital Account Opening, to improve the process surrounding the opening of client accounts by advisors within Kestra’s online management system.

The platform, whose new features include straight-through processing and consolidated disclosures and agreements, streamlined workflows and increased overall productivity.

The project was a large undertaking, involving collaboration among technology, client service and marketing teams, with 2,800 advisors and staff needing to be notified and trained in how to use it.

A comprehensive communication and training plan included release notes, detailed talking points and frequently asked questions.