Chapter 14
Building an Efficient Workflow Management System
If there is one aspect of a financial advisor’s daily operations that has drawn questions in light of relatively new computer software offerings, it is workflow. Workflow management is a key way to ensure the smooth and efficient operation of a financial practice while permitting staff to accomplish common sets of tasks associated with a workflow. Workflow management systems vary, but one aspect they share in common is the establishment of a series of tasks that generally can be configured to be automatically assigned based on the completion of a prior task or workflow task set.
The advantage of these systems is ...
Get Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.