1 in 4 forms bounce. Yours don't have to.
NIGO rejections aren't a paperwork problem — they're a retyping problem. Emma fills forms from the source documents once — one consistent record across the whole packet — so not-in-good-order errors never get introduced.
No credit card required SOC 2 Type II in progress FINRA & SEC ready The numbers
What NIGO actually costs you.
| Metric | Before Emma | After Emma |
|---|---|---|
| NIGO rejection rate | 10–30% | Under 5% |
| Client re-signing requests | 1–3 per client | Near zero |
| Account opening timeline | 2–4 weeks | 3–5 days |
| Ops rework hours/month | 15–25 hours | 2–3 hours |
Why it happens
NIGO is a retyping tax.
Without Emma
A packet gets rejected for a missing signature date, a mistyped SSN, an account number that doesn't match the transfer form. Every field was retyped by a human from a PDF — and every retype is a chance to bounce.
- Fields typed by hand across systems
- Mismatches found after submission
- Client signs again. And again.
With Emma
Emma pulls every field from the source document once — then fills every form from the same data. Same SSN everywhere. Same address everywhere. The typos and mismatches that trigger a NIGO rejection never get introduced.
- One extraction, every form
- Errors prevented at the source
- Client signs once, done
How it works
Three steps. Zero bounces.
Upload the source docs
A 1040, a statement, meeting notes. Emma reads every field — no retyping, no transposition errors.
Emma fills it right
She populates every field from one source record — consistent values across the whole packet, no blanks, no mismatches — so the conditions that trigger NIGO never get introduced.
Submit clean
Review, send for signature, done. Your CRM record updates automatically — Wealthbox or Redtail.
"We easily save two weeks of time otherwise wasted on paperwork. Finpace is a no-brainer."
Jim Minutella
Wealth Quarterback
NIGO questions, answered.
Your next packet doesn't have to bounce.
Upload it. Watch Emma fill it clean — the way it should reach the custodian the first time. No credit card. No demo call.
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