CEO: keep client records updated from subscriptions

Project managers in financial services miss subscription contact and plan info, creating billing errors and audit gaps. It creates or updates client records so ops can onboard and preserve audits.

Overview

Missed or inaccurate client records create billing friction and regulatory exposure for small financial firms. This flow captures every new subscription and populates membership, advisor, and billing-period fields so ops can onboard reliably and preserve audit trails. Teams report fewer manual entries and smoother handoffs.

Notable Features

Create or update client records
Populate membership and advisor fields
Notify ops of new subscriptions