Mark SMSF bank activation and timestamp in client record
Mark SMSF bank activation and timestamp in client record
Your SMSF records miss bank activation markers, which forces operations and compliance to chase confirmations and delays setup. This marks and timestamps records so staff see activation same day.
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Overview
When bank activation dates land in your intake table, client onboarding often stalls while staff chase confirmations. This flow marks the client record and stamps it with a timestamp so operations and compliance see the update same day and avoid handoff delays.