Ever waste time tracking down information your team should already have? When tasks pass between advisors, operations, and trading, important details can end up scattered across notes and conversations.

In this episode of Office Hours, Steve Drost and Will Kaplan show how Quivr brings workflow comments together in one place, so your team can see what’s been done, find key information, and even leave notes for future steps before they’re assigned.

🔎 Search comments to find the details you need without clicking through every task.

💬 Keep important updates and instructions visible to the teammates who need them.

⚙️ Spend less time chasing information and more time moving work forward.

📅 If you're a Quivr user – Join Office Hours live every Wednesday and get your questions answered in real time.

🔍 Not using Quivr yet? Schedule a demo to see how we can help simplify your firm’s operations:

#QuivrCRM #FinancialAdvisors #WorkflowAutomation #RIA