Financial services owner: onboard subscribers and start SMS

Business owners in financial services miss welcome messages when subscriptions don't create client records. It creates client profiles and adds subscribers to email and SMS so onboarding messages send.

Overview

Subscription gaps let new clients slip and create compliance headaches for financial services owners. This workflow provisions client records and enrolls subscribers in email and SMS lists so welcome communications go out and ops can begin onboarding without manual entry.

Notable Features

Create client profiles automatically
Add contacts to email lists
Enroll subscribers in SMS groups