Capital markets support: prevent consult no-shows

Support ops in capital markets miss prepping invitees, causing no-shows and frustrated advisors. Scheduled SMS and emails send prep and confirmations so consultants arrive ready.

Overview

Missed consultations erode client trust and waste advisor time in capital markets. This workflow ensures invitees receive prep and confirmations before meetings, so consultants arrive prepared and operations see alerts for unconfirmed attendees.

Notable Features

Schedule SMS and email reminders
Extract invitee contact and details
Escalate unconfirmed invitees to ops