Send quarterly compliance reminder email to client contacts

You rely on a contact flag to start quarterly personal securities outreach, leaving some clients unprompted and creating manual chasing. The reminder email increases on-time form returns before the quarter deadline.

Overview

Missing quarterly personal securities reports forces your consultants into manual chasing and creates compliance exposure. This flow converts a contact-level flag into a tailored reminder email, cutting manual outreach and increasing on-time returns ahead of the quarter deadline.