3FoldSample data

A sample board for financial services firms.

Financial services

Pick your kind of business.

Sample data

4 drafts to review

The draft asks

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 days

Flagged by the board · cleared by a person

  1. Wed4 flagged3 cleared
  2. Thu6 flagged4 cleared
  3. Fri3 flagged3 cleared
  4. Sat0 flagged0 cleared
  5. Sun0 flagged0 cleared
  6. Mon5 flagged2 cleared
  7. 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
  • Email

One screen

The board checks the tools you already use and drafts each follow-up for a person to review.

You can keep your project tool, CRM or spreadsheet.

Get my $250 diagnostic

$250 once for a Workflow Leak Diagnostic of your own work.

See a sample report

$250Diagnostic

Get my $250 diagnostic