Financial advisors create client projects from new bookings
Financial advisors create client projects from new bookings
Financial advisors miss prospects when bookings go unprocessed, risking delayed onboarding and lost fees. This flow creates a client project from each booking so advisors begin onboarding without manual entry.
Overview
Booked appointments often slip through when client records aren’t created, costing financial advisors onboarding momentum and fee opportunities. Turning each booking into a populated project ensures advisors start onboarding without manual entry, reducing missed follow-ups and keeping client records audit-ready.
Notable Features
- Create client projects from bookings
- Populate client contact and notes
- Notify advisor of new project