Financial advisors capture and link consult form households
Financial advisors capture and link consult form households
Financial advisors lose prospects when consultation forms create unlinked contacts, risking missed outreach. Respondents land in household-linked CRM records so advisors respond promptly.
Overview
Unlinked consultation responses leave advisors chasing incomplete prospect profiles and slow onboarding. This workflow ensures every consult respondent becomes a household-linked CRM record, eliminating fragmented contacts so advisors can prioritize outreach — advisors report faster response times and cleaner client records.
Notable Features
- Capture consultation form respondents
- Create household records and contacts
- Notify advisor of new prospects