Create verified financial adviser record in partner platform
Create verified financial adviser record in partner platform
Your CRM adviser verification flags don't reach the partner platform, leaving onboarding without updated adviser profiles. Keep adviser profiles accurate so onboarding and client matches occur same day.
Overview
Automatically pushing verified adviser records removes manual handoffs and keeps onboarding coordinators working from accurate data. That means advisers are loaded into the partner platform and client matching can proceed same day, reducing intake delays.