Send new client meeting alerts to services channel
Send new client meeting alerts to services channel
Your scheduled client meetings often lack attendee context and assigned advisor, leaving staff underprepared. Get context-rich alerts so client services can prepare materials and follow up same day.
Overview
When client meetings land without context, your client services team wastes prep time and clients feel undercared for. Route context-rich scheduling alerts into the services channel so advisors can assemble materials and respond the same day. That simple change keeps handoffs tight and meetings purposeful.