System and Method for Coordinated Sales and Implementation of Financial Products

A tangible computer readable medium comprising logic, the logic configured to, when executed on a processor:

• receive a request for a client's purchase of a financial product, the request including client information;
• generate implementation documents based at least on the client information, the implementation documents comprising documents to be completed as a prerequisite to issuance of the financial product;
• schedule a follow-up meeting relating to purchase of the financial product based at least on the client information;
• and
• contemporaneously electronically display implementation documents to a client and an implementation advisor to facilitate the implementation advisor's assistance to the client in completing the implementation documents.

A method comprising:

• receiving, by a workflow manager, a request for a client's purchase of a financial product, the request including client information;
• generating, by the workflow manager, implementation documents based at least on the client information, the implementation documents comprising documents to be completed as a prerequisite to issuance of the financial product;
• scheduling, by the workflow manager, a follow-up meeting relating to purchase of the financial product based at least on the client information;
• and
• contemporaneously electronically displaying, by the workflow manager, implementation documents to a client and an implementation advisor to facilitate the implementation advisor's assistance to the client in completing the implementation documents.