Example configuration
One view of every client relationship, from first meeting to ongoing service
Advisors, branches and referral partners all touch the same relationships. This example configuration shows how Mako can hold them on one record, keep follow-up on a schedule and fit the way your teams are organised.
Inquiry
Discovery
Proposal
Engaged
Where the work gets stuck
Common friction in financial services and banking
Client context scattered across mailboxes, notes and spreadsheets.
Follow-up that depends on one advisor's memory.
Branch and team structures that a flat contact list cannot represent.
What you can run on Mako
Use cases for this example configuration
Client and prospect relationship record
One record per client or business with contacts, notes, documents, an owner and a next step, so anyone covering for a colleague sees the whole history.
Branches, teams and territories
Parent organizations with child locations, and permissions that limit what each team can see and change.
Referral and introducer follow-up
Reminders and a calendar for the people who send you business, with call-backs that appear in a queue when they are due.
Scheduled client communications
Personal-looking messages with merge fields, sent at a steady pace within a sending window and tracked per recipient.
Workflow examples
How the modules work together here
Each step uses a capability the platform has. Steps marked as configured to your business are set up with you.
New inquiry to signed engagement
How a website inquiry can move to a signed agreement without anyone re-keying it.
- A website inquiry creates a prospect, adds a note and notifies the owner.Website form-fill intake and routing
- The owner's call queue puts the lead in front of the right advisor and records the outcome.Dialer and call queues
- Prepare proposal drafts a PDF from the record and files it.Proposals and quote follow-up
- A reminder puts the follow-up on the advisor's calendar.Reminders, calendar and invitations
- The agreement goes out for e-signature and the signed copy is filed to the record.E-signature requests
Periodic client review outreach
A paced outreach program for a segment of existing relationships.
- The Records Explorer segments clients by type and region and tags the group.Records Explorer
- A wide-area job sends personal messages at a steady pace inside a sending window.Wide-area communications
- Replies arrive in the advisor's mailbox and are filed to the record.Mailbox inside the record
- Reminders prompt a call to everyone who replied.Reminders, calendar and invitations
Featured modules
The capabilities that matter most for this configuration
One record per business
From first inquiry to customer, on a single record.
DetailsStages and next actions
A named next step and a date on every record.
DetailsE-signature requests
Agreements out for signature, chased and filed.
DetailsWide-area communications
Outreach sent over time, tracked per recipient.
DetailsMulti-location and partner structures
Parents, children and partners, not a flat list.
DetailsGranular permissions
Each menu, list and tab is a permission.
DetailsRelated example configurations
Example configuration This page shows how Mako's modules can be arranged for Financial Services & Banking. It uses sample data, is illustrative only and does not describe an existing customer or deployment. Anything described as configured to your business is set up with you.
Talk through how this could be configured for your firm
Bring your stages, teams and follow-up rules. We will show how they map onto the platform.