How long does MiOpsAI onboarding take for a wealth management firm?

Onboarding a wealth firm into MiOpsAI runs four to six weeks end to end, with client service and prospect intake in production use by week three or four and the SallyAI marketing side (if included) live by week five or six.

Week one is the scoped walkthrough and compliance review. Our senior team meets with the firm principal, the CCO or compliance officer, the operations manager, and one or two lead advisors. We inventory the operational tools your firm touches, map the routing patterns for prospect intake and client service, review the custody and compliance boundaries explicitly, and confirm the workflow for anything that requires supervisor pre-approval under your firm's compliance policy.

Week two is tenant provisioning, LizziAI voice tuning against samples of the firm's existing client and prospect correspondence, individual advisor voice tuning for the ones who will have LizziAI draft in their voice, CRM integration setup, initial routing rules, and the first user training session for CSAs and marketing staff.

Week three is parallel run on the prospect intake and CSA queue. Incoming email routes through both the old inbox and MiOpsAI, CSAs approve or edit LizziAI drafts, we tune the drafting on real traffic. By end of week three most firms cut over the CSA side entirely.

Weeks four through six layer in review meeting prep and follow-up workflows, referral partner nurture, event and seminar coordination, review response, and (if applicable) the SallyAI advisor thought leadership configuration. Each advisor's voice profile gets a real-world tuning pass before their content starts publishing.

See the onboarding FAQ set for the general shape of an onboarding.