Ever open a task and then click through three other screens just to find the client information you need? 😩

When you're juggling client requests after a busy meeting season, those extra clicks add up. In this episode of Office Hours, Steve Drost and Will Kaplan show how Quivr brings key household and contact details—like client information, primary advisor, contact details, and upcoming meeting access—right into the task view.

🔎 Find important client details without hunting through multiple screens.

⚙️ See how this can help advisors and CSAs keep work moving.

💬 Have an idea for information you'd like to see? Quivr is built with advisor feedback in mind.

📅 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 #RIA #WorkflowAutomation