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Industry · Financial Services
Compliant relationship tracking, audit-ready by default.
For advisors, RIAs, and brokers who need every touch logged, every approval tracked, and every record where compliance can find it.
The work
Where financial services teams lose hours every week.
Touches that don't make it into the book
A coffee, a call, a quick LinkedIn DM — the relationship's there but compliance can't see it.
Onboarding that takes weeks
KYC, AML, paperwork — and the client wonders why.
How prodash helps
Built around the way financial services actually runs.
Auto-logged communications
Email, calls, calendar, all captured with full audit trail.
Onboarding flows
Document capture, e-sign, and compliance handoff in one path.
Workflow templates
The flows we'd set up on day one.
1Prospect → Client
Trigger
Engagement signed
Outcome
Onboarding kicks off, KYC routes for review, and the client gets a live status link.