Add scheduled strategy call attendees to contact list

Your scheduled strategy call invitees aren't captured centrally, leaving account managers without contact context. You get updated contact records for KYC and follow-up, enabling same-day outreach.

Overview

Missed or fragmented contact capture after strategy calls slows onboarding and weakens follow-up in trading operations. This flow automatically adds or updates attendees as contacts so account managers receive client context and can complete KYC and outreach the same day.