Financial Services · Advisory

Client Document Vault Upload Reminder

Get key estate planning and financial documents uploaded to the secure client vault.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

How it works

  1. Identifies missing key documents in the client's secure vault based on the firm's planning checklist, via the vault platform.
  2. Sends a request to upload specific missing items with a secure link.
  3. Confirms receipt and notifies the adviser once the vault is more complete.
  4. Never reviews or comments on document content itself — purely a collection and confirmation function.

Data sources

Document vault platform completeness status Firm planning checklist

What it targets

  • Vault completeness for active planning clients Target 70%