Client relationship managers keep review prep assigned and visible

Client relationship managers risk unprepared meetings when Creating Financial Review finishes without prep, harming client trust. This flow assigns pre-review tasks to the advisor within minutes so reviews proceed with materials and clear ownership.

Overview

Missed prep before client reviews can erode trust and slow decision-making for small private financial firms. This workflow assigns pre-review tasks to the responsible advisor within minutes, eliminating missed prep items so reviews proceed with the right materials and clear ownership.

Notable Features

Assign pre-review tasks to advisors
Populate task details from original task
Set due dates based on review