Keep client onboarding records accurate for data scientists

Data scientists find missing onboarding records skew analyses and block downstream work. Automated client and contact creation ensures ops and account managers start onboarding with complete data.

Overview

Missing onboarding records introduce risk into data outputs and slow operational handoffs. This workflow creates full client and primary contact records from each onboarding service so ops and account managers start with complete information and manual entry is eliminated.

Notable Features

Create central client records immediately
Add primary contact entries automatically
Notify ops and account managers