Pham Family

Viktor Pham · Mass Affluent · $295K · Pershing

At RiskHigh riskAdvisor: Priya Raman · Ops: Jamal O.

Experience score

58/100

6-Month ReviewDay 96 / target 90 · overdue

Journey type

New Client

Next milestone

Advance to 12-Month Review / Renewal

Due

2026-05-06

Marketing sequence

Welcome — HNW Transfer

Started

2025-05-27

Notes

Tracking close to SLA. Advance to 12-Month Review / Renewal due 2026-05-06.

Calendar & work orchestration

Tier C

At-Risk1Y

Service expectation: Digital cadence + advisor touch on milestone events

Upcoming events (1)

1:00 PM

45m

Prospect Consult·Priya Raman·prep needed

At-Risk

Open work (0)

No open tasks for this household.

Overdue · 1

6-month review meeting
meeting · Advisor · goal: Re-confirm goals + plan delta
Manual2026-02-03

Scheduled · 2

Annual review meeting
meeting · Advisor · goal: Annual planning + renewal signal
Manual2026-02-19
Retention nurture
email · Marketing · goal: Retention reinforcement
Automated2026-02-19

Completed · 8

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2025-11-02
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2025-11-04
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2025-11-18
KYC document request
email · Ops · goal: Collect KYC and trusted contact
AutomatedDone 2025-11-28
Transfer status update
email · Ops · goal: Communicate ACAT status
HybridDone 2025-12-16
Funding nudge SMS
SMS · Ops · goal: Prompt funding action
AutomatedDone 2025-12-15
Allocation complete email
email · Advisor · goal: Confirm trade-to-target
HybridDone 2025-12-29
Welcome call
advisor call · Advisor · goal: Walk through portal
ManualDone 2025-12-29

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