ApproveThis manages your Elements Financial Advisor Tools Integration approvals.

Why Approval Processes Are Killing Your Financial Team's Momentum

Let's cut to the chase - financial advisors using Elements FA already know how to land clients. What they don't need is another bottleneck slowing down deals while compliance paperwork piles up. That's where pairing Elements with ApproveThis changes the game.

Think about your last prospect onboarding. How many emails got lost? How many "urgent" signature requests died in someone's vacation auto-reply? ApproveThis eliminates that chaos by adding structured approvals directly into the tools your team already uses through Zapier. No more switching tabs to chase signatures - just faster decisions that keep deals moving.

What Happens When You Connect Financial Tools to Approval Automation

Elements FA helps advisors showcase value to prospects. ApproveThis ensures those prospects actually become clients without compliance headaches. Together through Zapier, they handle:

The Compliance Safety Net

New prospect in Elements? Automatically trigger a compliance review in ApproveThis. Set approval thresholds so junior team members can greenlight standard cases, while only high-value or complex prospects hit the partners' desks. Bonus: Approvers don't need Elements licenses - perfect for external compliance teams.

Deal Velocity on Autopilot

One wealth management firm using this integration cut their prospect approval time from 72 hours to 45 minutes. How? Automatic routing based on account size:

• Accounts under $500k? Auto-approved with manager notification
• $500k-$2M? Quick team lead sign-off
• Over $2M? Full partner review with audit trail

Client Experience You Can Actually Brag About

Imagine prospects getting real-time updates when their paperwork clears compliance - without your staff playing receptionist. ApproveThis' email approvals mean clients sign documents directly from their inbox, while Elements keeps the client-facing process polished.

Real-World Use Cases That Actually Matter

Use Case 1: The High-Volume Practice

RIA firms onboarding 50+ clients monthly use this integration to:

• Auto-flag prospects missing required docs
• Route compliance checks based on investment type
• Send approved clients directly to billing setup

"Our ops team reclaimed 20 hours/week previously spent herding approval emails" - Actual user (we're not allowed to name, but trust us)

Use Case 2: The Niche Boutique

Specialized advisors handling complex assets (PE, REITs, etc.) leverage calculated fields to:

• Auto-calculate exposure limits during approval
• Require dual signatures for non-standard investments
• Maintain SEC-ready audit trails automatically

Use Case 3: The Growth-Mode Team

Scaling practices use approval groups to:

• Rotate compliance responsibilities without missing SLAs
• Onboard junior advisors with tiered approval authority
• Handle sudden prospect surges without overtime

Setting This Up Without Losing Your Mind

Here's the good news - if you can make a sandwich, you can set this up:

Step 1: The Zapier Handshake

Create a Zap that triggers when new prospects hit Elements FA. Use ApproveThis' "Create Request" action to auto-generate approval tasks. Pro tip: Add conditional logic so $50k accounts don't clog partner inboxes.

Step 2: Approval Rules That Work While You Sleep

Configure thresholds in ApproveThis based on Elements' prospect data:

• Auto-approve standard risk profiles
• Escalate high-net-worth accounts with custom review teams
• Add compliance checklists for regulated investments

Step 3: Client-Facing Magic

Connect approved requests back to Elements to auto-generate engagement letters. Use ApproveThis' email approvals so clients sign without logging into yet another portal.

Why This Isn't Just Another "Integration"

For Compliance Officers

Finally prove you reviewed every. Single. Case. With timestamped audit trails and version-controlled documents, exam prep goes from nightmare to quick review.

For Managing Partners

Get visibility into deal bottlenecks without micromanaging. Real-time dashboards show exactly where prospects get stuck - client acquisition costs drop when you fix these leaks.

For Operations Teams

Stop being the approval police. Vacation delegation and auto-escalation mean processes keep moving while you focus on actual strategy.

The Nuts and Bolts You Care About

Licensing Made Simple

ApproveThis approvers don't need Elements FA licenses. Translation: involve external compliance counsel or partner firms without paying for seats they'll never use.

Security That Doesn't Slow You Down

All data passed through Zapier uses OAuth 2.0. ApproveThis maintains SOC 2 compliance - your client data stays locked down while moving fast.

Pricing That Scales With You

Unlike some *cough* enterprise platforms, ApproveThis grows with your team. Start with core approvals, add advanced features as compliance needs evolve.

How to Not Screw This Up

Do:

• Start with 1 high-impact workflow (new prospect approvals)
• Use calculated fields for automatic risk scoring
• Set vacation delegates upfront - July 4th comes every year

Don't:

• Try to automate every approval day one
• Forget to map Elements' custom fields to ApproveThis
• Leave sales teams out of the design process

Bottom Line: This Isn't About Software

It's about closing more deals without hiring more staff. The average financial team using ApproveThis + Elements FA through Zapier sees:

• 68% faster prospect-to-client conversion
• 42% reduction in compliance-related delays
• 12% increase in advisor capacity (aka revenue potential)

Ready to stop being an approval middleman? Get started with ApproveThis or book a 15-minute demo to see real workflows from financial teams like yours.

Elements FA users: See the official integration docs at elementsfa.com