Managing partner: capture client birthdays for advisor outreach

Managing partners and advisors miss birthday flags on boards, risking client relationships. Centralize birthdays from board updates so advisors send personalized outreach.

Overview

Missed birthday outreach can weaken client relationships for investment managers and create awkward advisor touchpoints. This workflow captures birthday flags from board updates into a central table and notifies advisors and the managing partner, eliminating missed follow-ups so advisors can deliver timely, personalized client outreach; advisors report fewer missed touchpoints.

Notable Features

Create centralized birthday records
Format birthdays for reliable lookup
Notify advisors and managing partner