Client relationship managers: start client follow-up workflows

Client relationship managers mark financial review tasks complete, but manual handoffs let follow-ups slip and harm client trust. Next workflows start so managers schedule follow-ups within minutes.

Overview

Delayed handoffs after financial reviews undermine client trust and leave advisory opportunities unaddressed. This workflow fires the correct follow-up process the moment a review task is completed, eliminating manual handoffs and ensuring follow-ups are scheduled within minutes. Relationship managers get consistent, auditable handoffs and fewer missed steps.

Notable Features

Start next workflow by status
Route follow-up tasks to managers
Create calendar events for scheduling