Challenge
Manual advisor workflows for recurring tasks, reviews, and compliance activities consuming excessive time and creating inconsistent client service delivery.
Solution
Build automated workflow engine in Salesforce for quarterly reviews, annual plan updates, rebalancing triggers, and compliance tasks with intelligent assignment and escalation.
Key Outcomes
- 85% of recurring tasks automated
- Consistent workflow execution across firm
- 58% reduction in advisor admin time
- Complete audit trail for compliance
Tags
workflow-automationproductivityriascompliancetask-management
Implementation Timeline
8-12 weeks
Medium Complexity