Virtually unite using workflows for a cohesive client experience

Presenter: Adam Cmejla, Founder of Integrated Consulting & Advisory Solutions, LLC


The post-COVID work environment has shifted the workplace dynamic for all professions, including financial advice and how advisors deliver that advice to their clients. As firms grow and scale and therefore divide the client service responsibilities, it’s important that “the left hand knows what the right hand is doing.” We’ll demonstrate how to use a variety of client service workflows to give everyone on the team transparency of “who’s doing what, when, and for which client” which eliminates the dreaded intraoffice “reply-all” email or instant messaging system that’s been used in the absence of any proven system.