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Wealth Management
Collaborative Client Meetings
Complexity
Medium
Timeline
6-10 weeks
Outcomes
4+
Challenge
Advisors conducting client meetings without unified tools for real-time collaboration, note-taking, and action item tracking, leading to incomplete records and follow-up delays.
Solution
Build collaborative meeting workspace in Salesforce with integrated video conferencing, shared document access, real-time note-taking, and automated action item creation and assignment.
Key Outcomes
- Unified platform for all client meeting activities
- 100% capture of meeting notes and action items
- 42% reduction in post-meeting admin time
- Enhanced team collaboration and handoffs
Tags
collaborationmeetingsproductivitywealth-managementworkflows
Implementation Timeline
6-10 weeks
Medium Complexity