One plan, every team, nothing dropped.
Onboarding is not one task — it is dozens, spread across teams, each waiting on another. Verdant Client Orchestration turns all of it into a single plan that runs in the right order and drives its own progress.
Turn a checklist into a plan that runs itself forward.
Builds the plan.
Assemble complex onboarding plans from your own templates. Every task, owner, and hand-off is defined once, then reused for every client.
Tracks dependencies.
The plan knows what waits on what. Each task unlocks the work that follows it, so the right teams are teed up at exactly the right time — and nothing starts before it should.
Automates the work.
Integrations, data updates, and notifications fire on their own as milestones are reached. The plan does not just track the work; it moves it forward.
Surfaces what matters.
The expected completion date and the current ballholder are front and center for every engagement — driving performance, accountability, and a shared view of where things stand.
See the whole engagement at a glance.
Every onboarding is laid out on a live, interactive timeline — every task, owner, dependency, and date in one view. Anyone can see what is done, what is in flight, and what is at risk, without asking.
Not just for onboarding.
Verdant Client Orchestration coordinates any complex, multi-step process with moving parts and deadlines. Onboarding is where it starts; wherever your organization runs dependency-heavy work across teams, the same engine applies.
Built on Service Cloud.
Verdant Client Orchestration is native to Salesforce and runs on Service Cloud. If your firm is on Financial Services Cloud, you already have what you need.
Better together.
When Verdant Client Intake and Orchestration run together, a completed intake automatically becomes its execution plan — seeding Orchestration with the tasks, dependencies, and owners already captured. The gap between the people who bring clients in and the people who set them up simply closes.
See your onboarding, run as one plan.
We will show you how a full engagement runs end to end on a single, self-driving plan.