Case Studies / Financial Services

EXCHANGE ONBOARDING & DELIVERY HUB

We connected prospect onboarding

to repeatable exchange delivery.

Prospect onboarding, Exchange readiness and Client delivery connected in monday.com.

Directrust

Explore the project

Case Studies / Financial Services

EXCHANGE ONBOARDING & DELIVERY HUB

We connected prospect onboarding

to repeatable exchange delivery.

Prospect onboarding, Exchange readiness and Client delivery connected in monday.com.

Directrust

Explore the project

01 / THE CHALLENGE

Exchange work needed to start with complete intake and the right client context.

Prospect handling, exchange intake, client onboarding, and exchange task setup needed a connected workflow. The business required a repeatable project structure without repeatedly rebuilding the client context and operating checklist.

The team needed prospect and exchange context retained through onboarding.

BEFORE

Prospects and client delivery needed linked records

Exchange task exports, prospect records, client information, and reusable task lists.

BOTTLENECK

Exchange task setup depended on intake readiness

The team needed to resolve missing information and select the correct exchange checklist before release.

NEEDED

A client-linked path from prospect to exchange project

Prospect and exchange context retained through onboarding.

PRIORITY

Keep prospect, exchange intake and client directory linked as work moves between roles.

Prospect onboarding

Exchange readiness

01 / THE CHALLENGE

Exchange work needed to start with complete intake and the right client context.

The team needed prospect and exchange context retained through onboarding.

BEFORE

Prospects and client delivery needed linked records

Exchange task exports, prospect records, client information, and reusable task lists.

BOTTLENECK

Exchange task setup depended on intake readiness

The team needed to resolve missing information and select the correct exchange checklist before release.

NEEDED

A client-linked path from prospect to exchange project

Prospect and exchange context retained through onboarding.

PRIORITY

Keep prospect, exchange intake and client directory linked as work moves between roles.

Prospect onboarding

Exchange readiness

02 / IMPLEMENTATION

A client-linked path from prospect to exchange project.

We connected prospect stages, exchange intake, a client directory and exchange-specific task structures in monday.com.

Prospect onboarding

Collect inquiry → Engage prospect → Send outreach → Collect exchange intake.

Exchange readiness

Review information → Resolve missing items → Approve onboarding → Select task structure.

Client delivery

Create linked project → Assign exchange work → Track follow-up → Review closure.

02 / IMPLEMENTATION

A client-linked path from prospect to exchange project.

We connected prospect stages, exchange intake, a client directory and exchange-specific task structures in monday.com.

Prospect onboarding

Collect inquiry → Engage prospect → Send outreach → Collect exchange intake.

Exchange readiness

Review information → Resolve missing items → Approve onboarding → Select task structure.

Client delivery

Create linked project → Assign exchange work → Track follow-up → Review closure.

02 / IMPLEMENTATION

A client-linked path from prospect to exchange project.

We connected prospect stages, exchange intake, a client directory and exchange-specific task structures in monday.com.

Prospect onboarding

Collect inquiry → Engage prospect → Send outreach → Collect exchange intake.

Exchange readiness

Review information → Resolve missing items → Approve onboarding → Select task structure.

Client delivery

Create linked project → Assign exchange work → Track follow-up → Review closure.

TECHNOLOGY STACK

The tools behind the exchange onboarding & delivery hub.

monday.com holds the shared prospect, exchange intake and client directory context. The diagram shows how the supporting tools connect to the operating workflow.

03 / RESULTS

Exchange projects retain their client context and next actions.

The team can review prospect onboarding, exchange readiness and client delivery in monday.com, with owners and next actions visible.

Linked onboarding records

Prospect and exchange context retained through onboarding.

Repeatable exchange setup

Repeatable exchange work connected to the client directory.

Visible delivery ownership

Visible ownership and next actions across client delivery.

Inside the finished system

Screenshot coming soon

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View More Case Studies

We connected prospect onboarding

We connected prospect onboarding

Directrust

Directrust

We connected prospect onboarding

Directrust

Exchange work needed to start with complete intake and the right client context.

Exchange work needed to start with complete intake and the right client context.

Prospects and client delivery needed linked records

Exchange task setup depended on intake readiness

A client-linked path from prospect to exchange project

Exchange work needed to start with complete intake and the right client context.

Prospects and client delivery needed linked records

Exchange task setup depended on intake readiness

A client-linked path from prospect to exchange project

A client-linked path from prospect to exchange project.

Prospect onboarding

Exchange readiness

Client delivery

A client-linked path from prospect to exchange project.

Prospect onboarding

Exchange readiness

Client delivery

A client-linked path from prospect to exchange project.

Prospect onboarding

Exchange readiness

Client delivery

The tools behind the exchange onboarding & delivery hub.

The tools behind the exchange onboarding & delivery hub.

The tools behind the exchange onboarding & delivery hub.

Exchange projects retain their client context and next actions.

Exchange projects retain their client context and next actions.

Exchange projects retain their client context and next actions.

Linked onboarding records

Repeatable exchange setup

Visible delivery ownership

Inside the finished system

More Success Stories

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