Centralize financial services intake, track prospects, streamline onboarding

Operations specialists miss intake when web forms go unrecorded, risking onboarding delays and compliance. Centralize submissions into an intake table so prospect details and suitability notes are ready.

Overview

Missed web intake creates onboarding delays and compliance exposure for small financial services firms. Centralizing every submission into a single intake table captures prospect details and suitability notes for reliable reporting and smooth handoffs. Operations teams see faster handoffs and fewer missed intake records.

Notable Features

Create intake records from forms
Attach suitability notes to records
Notify operations of new submissions