Cervantes Household

Maya Cervantes · Mass Affluent · $304K · Pershing

At RiskHigh riskAdvisor: Liam O'Brien · Ops: Lena Park

Experience score

48/100

12-Month Review / RenewalDay 76 / target 60 · overdue

Journey type

Planning-Only

Next milestone

Complete first-year program

Due

2026-04-26

Marketing sequence

Welcome — Digital Low-Touch

Started

2025-05-10

Notes

Tracking close to SLA. Complete first-year program due 2026-04-26.

Calendar & work orchestration

Tier C

At-Risk1Y

Service expectation: Digital cadence + advisor touch on milestone events

Next best actionServiceMedium

Build review packet

Pull portfolio snapshot, plan deltas, and prior meeting notes. (Cervantes Household) · due 2026-05-09 · owner Liam O'Brien

Upcoming events (6)

12:30 PM

25m

Client Check-In · Cervantes HouseholdServiceHighTier C

Client Check-In·Liam O'Brien

At-Risk

3:30 PM

60m

Review Meeting · Cervantes HouseholdServiceHighTier C

Review Meeting·Liam O'Brien·prep needed

At-Risk

9:30 AM

45m

Prospect Consult · Cervantes HouseholdGrowthHighTier C

Prospect Consult·Liam O'Brien·prep needed

At-Risk

10:00 AM

30m

Retention Outreach · Cervantes HouseholdRetentionHighTier C

Retention Outreach·Liam O'Brien

At-Risk

3:30 PM

60m

Review Meeting · Cervantes HouseholdServiceMediumTier C

Review Meeting·Liam O'Brien·prep needed

At-Risk

1:30 PM

45m

Prospect Consult · Cervantes HouseholdGrowthMediumTier C

Prospect Consult·Liam O'Brien·prep needed

At-Risk

Open work (3)

1 overdue

-3d

Review Prep

Build review packetServiceMediumTier C

Pull portfolio snapshot, plan deltas, and prior meeting notes. (Cervantes Household)

At-Risk3d

today

Service Outreach

Quarterly check-in noteServiceMediumTier C

Send personal note + market context. (Cervantes Household)

At-Risk

+27d

Document Collection

Collect KYC documentComplianceMediumTier C

Resend DocuSign for missing KYC artifact and confirm receipt. (Cervantes Household)

At-Risk

Milestones

Signed2025-05-12
KYC completed2025-05-17
Accounts opened2025-05-19
Transfer initiated2025-05-23
Funded2025-06-05
Welcome call2025-06-02
First plan delivered2025-06-08
30-day review2025-06-07
6-month reviewcompleted
12-month reviewcompleted

Recent touchpoints

Scheduled · 1

Retention nurture
email · Marketing · goal: Retention reinforcement
Automated2026-02-23

Completed · 8

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2025-11-05
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2025-11-05
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2025-11-19
KYC document request
email · Ops · goal: Collect KYC and trusted contact
AutomatedDone 2025-12-03
Transfer status update
email · Ops · goal: Communicate ACAT status
HybridDone 2025-12-17
Funding nudge SMS
SMS · Ops · goal: Prompt funding action
AutomatedDone 2025-12-20
Allocation complete email
email · Advisor · goal: Confirm trade-to-target
HybridDone 2026-01-01
Welcome call
advisor call · Advisor · goal: Walk through portal
ManualDone 2025-12-31

Household journey brief

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