Customize the quick actions on an action plan template record page. Include document checklist items in actions plans for financial accounts. Learn about the life events in a client’s household at a glance.
- Give Users Only the Actions They Need for Action Plan Templates
Add or remove quick actions available in the highlights panel on an action plan template record page. Show or hide actions based on the user profile or the console app. Previously, the action plan template record page showed a standard list of quick actions that you couldn’t customize. - Add Document Checklist Items to Action Plans for Financial Accounts
Show users a list of tasks to complete and documents to upload for a financial account. Previously, you could only list the tasks to complete. - Get a Unified View of a Household’s Life Events
View the significant life events of household members on a timeline and proactively engage with clients. Understand the household’s collective financial journey and identify key planning opportunities. Anticipate the household’s needs after critical life events and offer relevant advice or services, and answer queries with greater context and empathy.