Mako Walkthrough: Launching a Workflow

Mako Walkthrough: Launching a Workflow

Welcome to another insightful training session brought to you by Mako! In our latest video, hosted by Phil, our Customer Success Manager, we dive deep into the seamless process of launching a workflow on Mako.

What Will You Learn?

Whether you’re new to Mako or looking to maximize your use of its features, this video will jumpstart your knowledge about our platform and help you navigate its main features. Phil breaks down the essentials, showing you how to navigate and utilize Mako to its full potential.

Launching a Workflow

Get started by learning how to navigate the Mako Portal and select the PM onboarding workflow. Phil will demonstrate how to create a new investor using key details like rep code, household name, and investor type. You’ll also discover Mako’s unique householding tool, which allows managing individual, joint, and corporate accounts under the same household.

Pre-Populating Investor Information

Phil showcases how Mako’s system enhances efficiency by automatically pre-populating information for existing investors. Using David Jones as an example, you’ll see how the system saves time by filling in necessary details and learning how to configure a security PIN to ensure privacy.

Utilizing the Pre-Filled Information

Understand the flexibility offered by Mako’s pre-fill section. Phil explains how you can input as much information as necessary, with the system accommodating mandatory and optional fields. This section is designed to provide maximum flexibility whether you’re dealing with new or existing investors.

Configuring the Signature Process

Learn how to set up a straightforward signature process. Phil will guide you through the workflow steps: from client review to PM account setup, back to the client for signature, and finally to compliance for approval. This process can be customized to align with your firm’s internal procedures.

Finalizing and Submitting the Workflow

By the end of the video, you’ll know how to finalize and submit a workflow confidently. Phil will walk you through the final steps, ensuring you understand how to send off a completed workflow efficiently.

Technology and Efficiency in Wealth Management

View full Infographic

In Pursuit of Efficiency:

Working with Technology to De-paper Wealth Management Processes

Download Complete eBook