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Wealth Management
Automated Task and Activity Management
Complexity
Low
Timeline
4-6 weeks
Outcomes
4+
Challenge
Critical client tasks and follow-ups tracked manually or not at all, leading to missed deadlines, compliance risks, and inconsistent client service.
Solution
Implement automated task creation and assignment workflows in Salesforce triggered by client events, date milestones, and system activities with escalation for overdue items.
Key Outcomes
- 100% automated task creation for critical activities
- 87% reduction in missed follow-ups
- Automated escalation for overdue tasks
- Complete audit trail of all advisor activities
Tags
task-managementautomationwealth-managementworkflowsproductivity
Implementation Timeline
4-6 weeks
Low Complexity