Oliveira Family

Beatriz Oliveira · HENRY · $299K · Pershing

At RiskHigh riskAdvisor: Aisha Okafor · Ops: Marcus Trent

Experience score

56/100

FundedDay 4 / target 3 · overdue

Journey type

Planning-Only

Next milestone

Advance to 30-Day Activation

Due

2026-05-11

Marketing sequence

Welcome — Mass Affluent

Started

2025-05-28

Notes

Tracking close to SLA. Advance to 30-Day Activation due 2026-05-11.

Calendar & work orchestration

Tier C

At-Risk1Y

Service expectation: Digital cadence + advisor touch on milestone events

Next best actionServiceMedium

White-glove personal touch

Personal note or call — relationship maintenance. (Oliveira Family) · due 2026-05-22 · owner Aisha Okafor

Upcoming events (0)

No scheduled meetings.

Open work (1)

+10d

Service Outreach

Personal note or call — relationship maintenance. (Oliveira Family)

At-Risk

Scheduled · 4

Welcome call
advisor call · Advisor · goal: Walk through portal
Manual2026-05-06
30-day check-in
advisor call · Advisor · goal: Surface questions, confirm engagement
Manual2026-05-21
First plan delivery
meeting · Advisor · goal: Walk through first plan
Manual2026-05-18
Education drip — basics
content drip · Marketing · goal: Drive portal engagement
Automated2026-05-18

Completed · 7

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2026-03-13
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2026-03-18
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2026-03-30
KYC document request
email · Ops · goal: Collect KYC and trusted contact
AutomatedDone 2026-04-10
Transfer status update
email · Ops · goal: Communicate ACAT status
HybridDone 2026-04-27
Funding nudge SMS
SMS · Ops · goal: Prompt funding action
AutomatedDone 2026-04-27
Allocation complete email
email · Advisor · goal: Confirm trade-to-target
HybridDone 2026-05-08

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