Bring overdue retainer checks back into view.
Post-treatment patients miss routine follow-up.
Est. deploy 4–6 weeksSee the walkthrough
Customer Retention · Financial Services
Prepare review invitations for advisor approval.
Periodic reviews are delayed by manual outreach lists.
For: Relationship advisors and the team responsible for customer retention in financial services.
01 · The outcome
What good looks like.
The team has an advisor-approved review invitation queue, with source evidence and an explicit approval before any external action. Track reviews booked before their due dates against a baseline; do not assume automation improves it.
A connected workflow that uses review cadence, last meeting, and approved communication preferences to prepare a scheduling invitation without product recommendations or performance claims. It produces an advisor-approved review invitation queue.
Where AI helps, and where a person decides.
AI can prepare a scheduling invitation without product recommendations or performance claims. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The relationship advisor verifies the source facts and approves the final action.
Relationship advisor is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Relationship advisor: Capture the source and scope
- Relationship advisor: Review the proposed outcome
- Relationship advisor: Release only the approved version
- Relationship advisor: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: A client review date approaches. Connect only review cadence, last meeting, and approved communication preferences. The relationship advisor confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to prepare a scheduling invitation without product recommendations or performance claims. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check an advisor-approved review invitation queue against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Relationship advisor has recorded approval or a reason to hold the item.
After explicit approval, save an advisor-approved review invitation queue in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review reviews booked before their due dates each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=finance-review-outreach
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- FINANCE-REVIEW-OUTREACH-DEMO-001
- Trigger
- A client review date approaches.
- Owner
- Relationship advisor
- Prepared output
- an advisor-approved review invitation queue
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Reviews booked before their due dates
Start with your tools.
Connect Salesforce, Microsoft 365, Compliance archive through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
- For financial or insurance work, a properly licensed professional approves recommendations, coverage, suitability and binding actions. Apply the firm's supervision, retention and advertising rules.
Try this week / no DAVID required
A useful first step.
This week, have your relationship advisor time five examples of this work. Use redacted copies of review cadence, last meeting, and approved communication preferences to make an advisor-approved review invitation queue manually, then list which fields required judgment.
What to measure.
- Reviews booked before their due dates
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
03 · More workflows to consider
Related workflows.
Reactivate overdue hygiene appointments.
Patients drift past their recall window unnoticed.
Est. deploy 4–6 weeksSee the walkthrough
Prepare preventive outreach for care-team review.
Eligible patients are hard to locate in manual lists.
Est. deploy 4–6 weeksSee the walkthrough
Want this running in your business in 4–6 weeks?
Free 30-minute call. We'll tell you honestly whether AI fits, and where.