In this episode of Office Hours, Steve Drost and Will Kaplan explore how firms are using Quivr’s updated workflow tools to identify bottlenecks, reduce drop-off in the prospect process, and make smarter business decisions.

Learn how real advisory teams are:

🔍 Spotting where prospects stall in the process

📊 Planning capacity and assigning tasks more effectively

⚙️ Leveraging workflow data to drive operational improvements

Even if you don’t have questions, Office Hours is a great space to pick up insights from other teams solving the same challenges.

👉 Join us live every Wednesday, 12:30–2:30pm CT

👉 Not on Quivr yet? Schedule a demo

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