Schwab Announces Availability of 28 New Workflows for Independent Investment Advisors

Written by Josh Meyer, CFP® Monday, 25 June 2012

In order to help advisors gain greater efficiency in their business practices, Charles Schwab announced today that a full library of 28 universal workflows are now available in the Schwab OpenView Workflow Library(TM) (Workflow Library) through Schwab Intelligent Technologies. The new workflows cover critical aspects of managing a successful investment advisory practice, including lead generation, client onboarding, service requests and business operations. The new universal workflows, which complement the customer relationship management (CRM) customized versions currently available, are free to download for advisors who custody assets with Schwab Advisor Services. The workflows are applicable to advisors regardless of which CRM system they use in their office, and even if they are not using a CRM at all. Read More..