Add incoming client risk results to CRM and sheet
Add incoming client risk results to CRM and sheet
You get AML questionnaires without consolidated scores or CRM records, delaying compliance triage. Capture scores to create CRM contacts and a spreadsheet row for same-day risk review.
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Overview
Incoming client questionnaires often land as disconnected data, which slows compliance and onboarding. This flow turns each submission into a scored, reviewable contact and a single-sheet record so compliance officers can triage high-risk clients same day.