Custom Workflows
Automated workflows for financial sales and client management
8
Total Workflows
6
Active
5
Using ML Models
26,081
Total Executions
UHNI Lead Qualification & Nurturing
Automatically qualify Ultra High Net Worth leads using AI scoring, segment by investment interests, and trigger personalized outreach sequences.
New Lead Webhook
Lead Scoring Model
Score > 80?
Segment Assignment
Relationship Manager Alert
Schedule Intro Call
Churn Prevention Campaign
Identify at-risk clients using churn prediction model, trigger retention campaigns, and escalate high-value accounts to relationship managers.
Daily Schedule
Fetch Active Clients
Churn Prediction
Risk > 70%?
Client Segmentation
Personalized Retention Email
AUM > $5M?
RM Escalation
Next Best Action for Advisors
Provide real-time recommendations to financial advisors based on client portfolio, life events, and market conditions.
Advisor Dashboard Request
Fetch Client 360 Data
NBA Engine
Product Recommendations
Return Recommendations
Quarterly Portfolio Review Automation
Automatically generate personalized portfolio review reports, schedule meetings with clients, and prepare talking points for advisors.
Quarter End Trigger
Fetch All Portfolios
Revenue Forecast
Generate PDF Reports
Wait 2 Days
Send Review Invitations
Sync to CRM
New Client Onboarding Journey
Streamlined onboarding workflow for new wealth management clients including KYC, account setup, and welcome sequence.
Contract Signed
Create CRM Record
KYC Document Request
Wait for Documents
Documents Received?
Account Setup
Welcome Email Sequence
Assign to Advisor
Schedule Kickoff Call
Concentrated Stock Position Alert
Monitor client portfolios for concentrated stock positions and trigger diversification campaigns with personalized recommendations.
Daily Portfolio Scan
Analyze Holdings
Position > 15%?
Risk Assessment
Generate Recommendations
Create Alert in CRM
Notify Advisor
Compliance Review Automation
Automated compliance checks for client communications, trade approvals, and regulatory reporting.
Communication Received
Content Analysis
Compliance Check
Violations Found?
Flag for Review
Notify Compliance Officer
Anniversary & Life Event Campaigns
Trigger personalized outreach for client anniversaries, birthdays, and detected life events like job changes or relocations.
Daily Event Check
Query Knowledge Graph
Personalize Message
Determine Channel
Send Communication
Log Touchpoint