Notify onboarding coordinators of KYB milestones before billing

Your client onboarding flow updates sit untracked, causing KYC and KYB milestones to be missed and delaying revenue handoffs. Keep compliance milestones current so deals progress before the next billing run.

Notify onboarding coordinators of KYB milestones before billing

Notify onboarding coordinators of KYB milestones before billing