Cornerstone Financial Grows AUM by 40%
How a 12-advisor wealth management firm replaced siloed client and marketing tools with one platform — and unlocked a 40% surge in assets under management.
The Challenge
Cornerstone Financial had 12 advisors managing $180M in client assets, but their growth had plateaued. Client data sat in Redtail CRM while newsletters and drip campaigns ran through Mailchimp — with no connection between client activity and outreach.
Advisors couldn't see which prospects had opened an email before a review call, and compliance documentation was scattered across three systems. Referral follow-ups were inconsistent, and high-net-worth prospects were treated the same as everyone else.
- No link between client engagement data and outreach campaigns
- Referral follow-ups inconsistent across advisors
- Compliance documentation scattered across multiple systems
- High-net-worth prospects received generic nurture sequences
The Solution
Cornerstone migrated all 12 advisors to Dewx in a three-week rollout, starting with their top-performing team to validate workflows before firm-wide deployment.
GTM Hub — Client Pipeline
Every prospect tracked from first touch through onboarding with automated referral follow-up sequences.
Portal — Client Comms
Email, secure messaging, and meeting notes unified in one timeline per client household.
OPS Hub — Compliance Docs
Automated compliance documentation, fee tracking, and regulatory reporting in one system.
Dew AI — Client Insights
AI-generated meeting prep briefs with portfolio highlights, life events, and recommended talking points.
The Results
40%
AUM growth in 6 months
2x
Referral conversion rate
100%
Compliance audit readiness
2 → 1
Tools consolidated into Dewx
Timeline
Migrated client database from Redtail, configured GTM Hub pipelines and referral tracking workflows.
Set up Portal unified inbox and Dew AI meeting prep briefs for all advisors.
Launched OPS Hub compliance tracking and expanded to full firm deployment.
Measured 40% AUM growth driven by improved referral conversion and client retention.
“Our advisors used to walk into review meetings cold. Now Dew AI gives them a full client brief in seconds, and every referral gets followed up automatically. AUM grew 40% in six months — our best growth period ever.”
Features That Made the Difference
Referral Tracking
Automated follow-up sequences for every client referral.
Client Timeline
Every interaction in one chronological view per household.
Fee Tracking
Automated fee calculations and billing reconciliation.
AI Meeting Prep
Portfolio highlights and talking points generated before each call.
AUM Dashboard
Firm-wide assets and growth metrics in real time.
Advisor Performance
Track client growth and activity per advisor.
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