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Wealth Management
Referral Management and Tracking
Complexity
Low
Timeline
6-8 weeks
Outcomes
4+
Challenge
Manual referral tracking with no systematic process for acknowledging, managing, or rewarding referral sources, missing opportunities to leverage COI relationships.
Solution
Build automated referral management system in Salesforce with source tracking, acknowledgment workflows, conversion reporting, and COI relationship nurturing.
Key Outcomes
- Centralized referral tracking and attribution
- Automated acknowledgment and follow-up
- 54% increase in referral volume
- COI relationship management and reporting
Tags
referral-managementcoiwealth-managementrelationship-trackingautomation
Implementation Timeline
6-8 weeks
Low Complexity