Product Spotlight: Notifications and Workflow Management

Product Spotlight: Notifications and Workflow Management

The last, most critical step of winning a new client is securing their signatures and making sure they don’t get lost at the finish line. Mako greatly reduces the risks and time spent on this process with an efficient notification system through email and directly in the app. 

Notifications can be based on a variety of workflow event data for ultimate flexibility and can also be used to remind your clients about KYC refreshes. Stop wondering where your missing signatures are and gently remind the person you’re waiting on in just a few clicks. 

Here is Mako's Product Manager and Designer, Heather Mazzonna, to explain further: 

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