Client meeting preparation

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Meeting scheduled notification received

   Workflow activates when a client meeting is scheduled in the CRM system. System captures meeting date, client ID, and meeting type for preparation.

   Redtail CRM
2. 2

   Action

   Gather current portfolio performance

   Retrieves latest portfolio holdings, performance metrics, and asset allocation data for the specific client. Generates current valuation and performance summary.

   Orion
3. 3

   Action

   Pull client risk assessment

   Fetches most recent risk tolerance questionnaire results and risk capacity analysis. Identifies any changes since last review.

   Riskalyze
4. 4

   Decision

   Check if financial plan needs updating

   Analyzes if client's financial plan is older than 12 months or if major life events have been recorded. Determines if plan refresh is needed before meeting.

   MoneyGuideProRedtail CRM
5. 5

   Action

   Generate updated financial projections

   Creates refreshed financial planning scenarios and goal progress tracking if plan update was needed. Updates retirement and savings projections based on current data.

   MoneyGuidePro
6. 6

   Action

   Compile meeting preparation package

   Assembles all gathered data into a structured meeting agenda with talking points. Creates client-facing summary and advisor preparation notes.

   Salesforce Financial CloudWealthbox
7. 7

   Output

   Deliver meeting materials to advisor

   Sends comprehensive meeting package to advisor's inbox and updates client record. Package includes performance summary, risk review, and suggested discussion topics.

   Salesforce Financial Cloud

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