Investment managers: send post-call surveys and follow-ups consistently

Client advisors leave post-call follow-ups inconsistent, causing missed annual reminders and compliance gaps. It sends the right survey and schedules reminders, keeping compliance-ready records.

Overview

Missed post-call outreach erodes client trust and creates compliance exposure for investment firms. This workflow ties each completed advisor step to the correct survey or follow-up and schedules annual reminders, so advisors report fewer missed follow-ups and client records remain audit-ready.

Notable Features

Send correct survey after workflow steps
Route follow-ups to assigned advisor
Create annual reminders and tasks