Investment managers: keep client birthdays in one table

Relationship managers miss client birthdays when flags aren't set, risking weaker investor ties. Create central birthday entries on record change so managers spot anniversaries and begin outreach.

Overview

Managing partners risk weakened investor ties when birthday outreach slips through record updates. This workflow creates central birthday records on flag changes so relationship managers see anniversaries in one place, eliminating missed follow-ups and making outreach consistent.

Notable Features

Create standardized birthday entries
Format date fields consistently
Notify relationship managers on creation