Dashboards that help financial services firms stop dropping the ball.
The draft asks
Does Tuesday or Thursday afternoon suit you for the review?
SourceCRM. Refreshed 5 minutes ago.
The ruleEach household has an annual review date. A past date needs attention.
ResponsibleJ. Morales
Rosa. Your household review date passed on August 23.
Does Tuesday or Thursday afternoon suit you for the review?
Sample data. A person reads each draft and decides what to do.
This week
Sample data · last 7 daysFlagged by the board · cleared by a person
- Wed4 flagged3 cleared
- Thu6 flagged4 cleared
- Fri3 flagged3 cleared
- Sat0 flagged0 cleared
- Sun0 flagged0 cleared
- Mon5 flagged2 cleared
- Tue8 flagged4 cleared
The repeat problem
Two household files wait on a signature. The board names the page and the service owner.
What it would have caught
A fictional example. Nothing here sends.
Day 1The flag
The board would flag the Varela form's missing signature.
Day 2The follow up
The service lead would read the draft then send Rosa the note.
Day 4What happens next
Rosa would sign. The service lead would check the file.
Questions it answers
- Which households are due for review?
- Varela and Talven. Their annual review dates have passed.
- Which files need a signature?
- Varela's transfer page and Brenner's address form.
- Which requests need an update?
- Orlen's statement and Merrow's address change.
What it reads
- CRM
- Custodian portal
- E signature
One screen
One screen checks the tools you already use and drafts the follow up. A person approves.
In plain English: we help you stop dropping the ball.
$250 for a custom dashboard demo within one business day. It counts toward the full build, starting at $5,000.
Not a fit? We refund it minus token and usage fees.
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