Ensure advisors get context-rich crm tasks from quizzes

Advisors miss follow-ups when quiz results sit untriaged, risking lost outreach and client churn. Create CRM tasks with scores and responses attached to the client record so advisors follow up.

Overview

Quizzes left untriaged create missed opportunities and weaken client relationships. This workflow turns every completed financial well-being quiz into a context-rich crm task tied to the client record, giving advisors clear next steps and dramatically reducing missed follow-ups.

Notable Features

Create crm tasks with scores
Attach full quiz responses to record
Alert advisor with client context