Okonkwo Household

David Okonkwo · HNW · $4.12M · Fidelity

On TrackLow riskAdvisor: Priya Raman · Ops: Lena Park

Experience score

82/100

Transfer / Funding In ProgressDay 1 / target 14

Journey type

Digital Low-Touch

Next milestone

Advance to Funded

Due

2026-05-25

Marketing sequence

Welcome — Mass Affluent

Started

2025-07-06

Notes

On cadence. Advance to Funded due 2026-05-25.

Calendar & work orchestration

Tier A

Service expectation: Advisor call within 30 days · review within 90 days

Next best actionGrowthMedium

Send proposal to prospect

Tailor proposal deck and pricing schedule. (Okonkwo Household) · due 2026-05-19 · owner Priya Raman

Upcoming events (0)

No scheduled meetings.

Open work (1)

+7d

Task

Tailor proposal deck and pricing schedule. (Okonkwo Household)

Scheduled · 2

Allocation complete email
email · Advisor · goal: Confirm trade-to-target
Hybrid2026-05-22
Welcome call
advisor call · Advisor · goal: Walk through portal
Manual2026-05-22

Completed · 6

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2026-04-03
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2026-04-04
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2026-04-18
KYC document request
email · Ops · goal: Collect KYC and trusted contact
AutomatedDone 2026-04-30
Transfer status update
email · Ops · goal: Communicate ACAT status
HybridDone 2026-05-12
Funding nudge SMS
SMS · Ops · goal: Prompt funding action
AutomatedDone 2026-05-11

Synthesize the journey, surface risks, and draft the next advisor touch.