On-demand specialist routing in a regulated workflow
A regulated transaction can't close without a licensed specialist, and scheduling one means customers wait while specialists sit idle. I designed a coordination model that routes the right specialist to each transaction in real time, with the compliance trail intact.
problem
A regulated transaction can't close without a licensed specialist, so customers wait while specialists sit idle somewhere else.
approach
A coordination model that routes the right specialist to each transaction in real time, with the compliance trail intact.