Customer story

Carte Financial Group

Zero developers.
Unlimited journeys.

From manual work and static forms to smart, guided workflows that capture the right information the first time.

Download story

Carte Financial Group replaced paperwork and static Google Forms with smart digital workflows, enabling a lean team to quickly build and launch compliant processes with EasySend’s AI PDF Converter, including advisor onboarding, compliance, billing, and internal operations.

3-4

days to build a journey

50%

faster build time with AI PDF Converter

100%

audit & compliance ready

builder, no devs

María Flores

President & Chief Compliance Officer at Carte Wealth Management Inc.

“The best part is cost saving and time. And time is something you cannot get back. It’s also about increasing client satisfaction rates..”

About

Carte Financial
Group

Founded in 2007 by Kirk Purai, Owner and CEO of Carte Financial Group is an award-winning Canadian financial services company built by advisors, for advisors. The company provides best-in-class tools, technology, marketing, and compliance to a growing network of 100+ independent financial advisors, empowering them to reduce their administrative workload and scale their business.

Founded by

Kirk Purai,
Owner & CEO

Founded in

2007

Employing

20+

Digital journeys

Billing

Onboarding

Compliance

Mission

Replace manual work
with dynamic, AI-driven workflows

Carte sought a way to replace manual work with seamless digital workflows that reduce admin burden, improve accuracy, and support growth. At the same time, growing regulatory requirements, including becoming an investment dealer, demanded audit-ready processes. The company needed an AI-powered platform to create compliant, digital customer journeys without dev reliance.

Core desires

Work faster with AI

Save time across processes

Reduce admin burden

Support growth without adding headcount

Maintain regulatory compliance

‍Deliver seamless, efficient experiences

Solution

Empower a lean team to build
& manage digital processes

Faster launch with AI PDF Converter

Because EasySend is an AI-powered, no-code platform, Carte designs and deploys digital workflows without long dev cycles or heavy IT resources. As a result, they digitize processes quickly, see results sooner, and maintain the flexibility to adjust journeys as needed.

More efficient operations

EasySend helps eliminate time-consuming paperwork and static Google Forms by automating steps within a single AI-assisted digital journey, freeing up staff to focus on client relationships and revenue-generating activities.

Full visibility and control

BCarte gains real-time insight into every step of the customer process. Instead of guessing, teams can instantly see progress, identify bottlenecks, and intervene when needed. This transparency improves internal coordination and enables more proactive customer service.

Full visibility and control

Scalability for growth

Carte can handle higher customer volumes without increasing staff or operational complexity. Automating workflows and standardizing data capture make it easier to scale while maintaining consistency, speed, and service quality.

The power of EasySend at Carte Financial Group

AI PDF converter

Carte turns static PDFs into fully digital, interactive journeys in minutes with AI.

No-code builder

Carte builds, customizes, and launches digital customer journeys without relying on dev teams.

Smart forms

By replacing static forms with dynamic forms, Carte guides customers at every step.

CRM integration

Syncing customer data with Carte’s CRM eliminates manual entry and reduces costly mistakes.

Workflow Manager

Carte maps, manages, and automates every customer journey, reducing manual work.

Customer links

Carte agents share secure, personalized links with their customers and advisors.

Formula Editor

Carte added calculations and logic within journeys to ensure accuracy and compliance.

Training and support

By partnering with EasySend, Carte gains expert onboarding, responsive support, and video training.

Compliance workflows

Carte is audit-ready with digital processes that reduce risk and maintain compliance.

María Flores

President & Chief Compliance at Carte Wealth Management Inc.

“We used to use manual forms or Google Forms, but they don’t have the dynamic capabilities of EasySend. With smart forms, the questions adapt based on responses, and that’s exactly what we needed.”

Partners since 2022

EasySend and Carte Financial Group work closely to modernize Carte’s complex, compliance-driven operations. By replacing manual work and static Google Forms with smart AI digital workflows, EasySend enables Carte’s lean team to design, deploy, and manage processes independently while maintaining regulatory rigor

Superior security and compliance

We’re dedicated to keeping your data secure with enterprise-grade security standards. Our platform and electronic signature tool comply with the highest international standards, including GDPR, SOC 2, ISO 27001, PCI DSS, and HIPAA compliance.