Update client beneficiary nominations on CRM contact records
Update client beneficiary nominations on CRM contact records
Your client tracker and CRM may be out of sync for beneficiary nominations, leaving advisers without current super details. Keep contacts current so advisers have correct nominations same day.
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Overview
When beneficiary nominations diverge between your tracker and the CRM, advisers and compliance teams can be blindsided during client calls. This flow ensures contact nomination fields are updated within minutes so advisers always work from current super details.