Product Spotlight: Conditionals and Validation

Product Spotlight: Conditionals and Validation

Personalization and customization aren’t just nice to have when dealing with high-net-worth clients; they are expected. Mako’s conditional workflows seamlessly produce required documents, modify fields, and launch parallel workflows as customer data is updated. 

From changing SIN fields to SSNs for US clients to making on-the-fly risk adjustments based on answer data, conditional workflows provide high flexibility while providing a curated experience for all your clients. Additionally, data fields like phone number, age, address, and banking information are validated to reduce errors and typos that could further delay onboarding.

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

Technology and Efficiency in Wealth Management

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