Streamlining Employee Offboarding with Quivr
Employee onboarding often gets a lot of attention, but what about offboarding? Whether it’s a team member leaving for new opportunities or a difficult separation, properly managing the offboarding process is critical. Done well, it protects client data, maintains compliance, and ensures nothing slips through the cracks. Done poorly, it can leave sensitive information vulnerable and create unnecessary headaches for your firm.
At Quivr, we believe both sides of the employee lifecycle—onboarding and offboarding—deserve the same level of structure and care. While our last blog focused on simplifying onboarding, this week we’re taking a closer look at offboarding and how you can use Quivr to make it smooth, secure, and repeatable.
Why Offboarding Matters
Offboarding isn’t just about collecting a laptop and saying goodbye. It involves:
Revoking access to systems and custodians
Removing email and login credentials
Collecting firm-owned devices
Ensuring sensitive client and employee information stays protected
From a compliance standpoint, this process is especially high-stakes. Regulators pay close attention to how firms handle employee transitions, and failing to properly remove access can expose client data or create liability. The challenge? Offboarding doesn’t happen often, which means processes can be forgotten, incomplete, or inconsistent.
Creating a Repeatable Offboarding Process
That’s where Quivr comes in. With workflows and task steps built directly into your CRM, you can create structured offboarding checklists that ensure every step is followed the same way, every time.
For example:
Create a workflow for each role (advisor, CSA, operations staff) so the right steps are triggered depending on who’s leaving.
Document system-specific instructions—like how to deactivate a user in Black Diamond or RightCapital—so no one has to “figure it out” each time.
Use task steps to capture completion dates and build a compliance paper trail that proves offboarding was handled correctly.
The beauty of this approach is that once you build the workflow, it’s reusable. Instead of spending days troubleshooting access issues or digging through old emails, you can offboard an employee in hours—or even less.
Protecting Your Firm and Your Clients
A strong offboarding process isn’t just about efficiency—it’s about protecting your business and your clients. By automating and documenting each step with Quivr, you:
Reduce risk of data exposure
Save time for your team
Ensure compliance with regulatory requirements
Gain peace of mind knowing nothing was overlooked
Even if employee turnover is rare at your firm, having workflows in place ensures you’re prepared. And when that day comes, you won’t be left scrambling to remember how to deactivate a login or revoke access.
Ready to see how Quivr can help you streamline both onboarding and offboarding? Schedule a demo and discover how to run your firm at peak efficiency.
