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For investment managers: Notify advisors of client forms

For investment managers: Notify advisors of client forms

CEOs at investment management firms see client lost-account forms go unread, threatening service continuity and client trust. Internal email alerts send the submission to the client's advisor so operations can act quickly.

For investment managers: Notify advisors of client forms

Overview

Missed client submissions create real risk to service continuity and client confidence in investment management. This workflow routes every lost-account submission to the assigned advisor via internal email, enabling operations to contact clients quickly and reduce missed outreach.

Notable Features

  • Send advisor email alerts instantly
  • Include client details and link
  • Create internal task for follow-up

For investment managers: Notify advisors of client forms