01 · Opportunity
Referral coordination
Track a consented referral, the responsible receiving party and an appropriate follow-up status.
Departments · Wealth management and trust operations
AI and automation for wealth management and trust operations
Improve the administrative handoffs around specialist member services.
Where a credit union offers wealth or trust-related services directly or through another entity, referrals and service requests can cross organizational boundaries. Operational support needs to respect those boundaries while making the next administrative step clear.
Work we can explore
Practical starting points for this team.
02 · Opportunity
Review meeting preparation
Organize approved administrative information and outstanding requests for a specialist’s review.
03 · Opportunity
Document request follow-up
Track what has been requested and received without treating a complete packet as a substantive approval.
Detailed workflow examples
See how the work could be organized.
Wealth service referral coordination
A member-facing employee makes a referral to an authorized specialist or separate entity. Without clear acknowledgment and permitted status information, the referring team cannot tell whether the handoff occurred.
Explore the workflowKeep the decision owner clear.
Licensed or otherwise authorized professionals retain investment, suitability, fiduciary and client decisions within their roles. Availability depends on the institution’s actual business and entity structure.
What to measure.
Referrals without an acknowledged owner, missing administrative inputs and repeated status inquiries. Agree the baseline and population before making any improvement claim.
A useful first request.
Choose an administrative handoff and identify which entity owns each step. Agree permitted information and consent requirements before designing the exchange.
Start with one request
Bring us the work that is hard to finish.
We will work from your situation rather than expecting it to match an example exactly. The first useful response might be a question, a review or a scoped build.