The complete Schwab OpenView Workflow Library™ can be an invaluable resource to improve efficiency and deliver a better client experience. Formatted as a PDF document, each workflow in the library lays out the steps involved in documenting a single, complex task and automating it through your firm's CRM. Below, we've illustrated some of the visuals and tools included in these workflows.
Provides an overview of the workflow and any association with other workflows.
Lists information within a workflow and helps to track progress through the necessary phases of the implementation process.
Further explains elements of a workflow and provides information on best practices and existing resources you can leverage.
Provides step-by-step instructions to help automate a given workflow, specifically for Salesforce or Junxure.