Capture intent
Keep a direct excerpt about the type of account the client discussed.
Product / Account Opening
Open the account the client asked for.
Give your client service associate the onboarding request, its source passage and any missing information in one reviewed meeting record.
Client question
“Which documents should I bring before we open the account?”
Service note
- Confirm account type
- List required documents
- Await client instructions
List what is missing
Separate a request for information from an instruction to act.
Hand off a reviewed note
Export the checked record for the person handling your firm’s account-opening process.
Household onboarding · Illustrative conversation
The associate starts the client’s request.
A client asks about a joint account. The service associate brings the conversation into Atomiq and records the client’s request. The associate flags the intended owners and required documents for confirmation before handing the intake to the onboarding team.
“Could my partner and I open this together? I’d like to know what we’d each need to bring.”
An onboarding handoff
The service team can use a reviewed note to carry the client’s request into its own account-opening process.
Build an intake form- Client request
- Explain the joint-account application and document requirements.
- Open information
- Confirm the intended owners and the firm’s required documentation.
- Service-team action
- Prepare the instructions and check them with the client before proceeding.