Return adviser contact details to caller in real time

Your adviser references often lack email or mobile, forcing onboarding to perform manual lookups. This returns adviser contact info so coordinators can complete setup the same day.

Workflow preview:

Zap details:

Overview

Missing adviser contact details stall onboarding and force tedious manual lookups. This sub-workflow returns verified adviser names, emails, and mobiles directly to the calling process so coordinators can finish client setup the same day. It standardizes contact data and removes a common operational bottleneck.