Page 3 - Thrive Business Process
P. 3
New Business Process
Thrive Financial Ltd.
INFOGRAPHICS
1st Step 2nd Step 3rd Step 4th Step 5th Step
Combine and move
Receive E-CRA from FOF. Check and update Lorem ipsum dolor sit amet, consectetur If the information Attach all documents
adipiscing elit, sed do eiusmod tempor
client file created
information incididunt ut labore et dolore magna aliqua. has been requested, on Pipedrive.
in Google Drive.
Ut enim ad minim. ensure follow-up tasks
are completed.
8th Step
10th Step
6th Step 7th Step INFOGRAPHICS 9th Step Once SON has been approved,
Once confirmed which
Receive Illustration request Complete Illustration as Lorem ipsum dolor sit amet, consectetur Create a task for Adviser e-mail Gesina with the final SON
adipiscing elit, sed do eiusmod tempor
Illustration to use, update the
requested and create a task
from the Adviser. incididunt ut labore et dolore magna aliqua. to approve the draft SON.
for Adviser to review. draft SON with the details. and crate a task for her to
Ut enim ad minim.
print and bind the SON.
Admin
Thea
Advisers
