Head of operations: update client status after settlement
Head of operations: update client status after settlement
Head of operations loses post-settlement onboarding when client profiles don't update. This sets 'Active Client' in your marketing database at settlement, so account teams begin post-settlement outreach.
Overview
Missed post-settlement onboarding harms client relationships and creates communication gaps at financial services firms. This workflow flips the 'Active Client' flag at settlement and appends an audit note, giving operations and account teams a reliable single source of truth. The result is fewer manual handoffs, zero missed follow-ups, and a clearer audit trail for compliance.
Notable Features
- Update marketing records on settlement
- Add contact note for audit trail
- Notify account teams of activation