Novak Household

Zane Novak · Mass Affluent · $920K · Vanguard

At RiskHigh riskAdvisor: Aisha Okafor · Ops: Jamal O.

Experience score

51/100

KYC / Account SetupDay 9 / target 7 · overdue

Journey type

Planning-Only

Next milestone

Advance to Transfer / Funding In Progress

Due

2026-05-10

Marketing sequence

Welcome — Mass Affluent

Started

2025-10-24

Notes

Tracking close to SLA. Advance to Transfer / Funding In Progress due 2026-05-10.

Calendar & work orchestration

Tier B

At-Risk1Y

Service expectation: Advisor touch within 60 days · review within 120 days

Next best actionComplianceCritical

Resolve stalled transfer

Open custodian ticket; confirm ABA and account number. (Novak Household) · due 2026-05-12 · owner Aisha Okafor

Upcoming events (0)

No scheduled meetings.

Open work (2)

today

Exception

Open custodian ticket; confirm ABA and account number. (Novak Household)

At-Risk

today

Service Outreach

Personal note or call — relationship maintenance. (Novak Household)

At-Risk

Scheduled · 2

Transfer status update
email · Ops · goal: Communicate ACAT status
Hybrid2026-05-14
Funding nudge SMS
SMS · Ops · goal: Prompt funding action
Automated2026-05-17

Completed · 4

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2026-04-06
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2026-04-07
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2026-04-23
KYC document request
email · Ops · goal: Collect KYC and trusted contact
AutomatedDone 2026-05-06

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