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It details the process flow from engaging with Customers/Clients, specifically Investment Counselors/Brokers, through New Business & Referral Processing and Client Negotiation. The workflow also touches upon the possibility of a client being qualified for Private Wealth services. A legend for BPMN 2.0 symbols, including Expanded Sub-Process, Pool, Sequence Flow, and Message Flow, is provided for process visualization. The document indicates that the full workflow template can be purchased by logging into OpsDog. The depicted workflow aims to standardize and streamline the acquisition of new financial clients and the processing of referrals, ensuring clarity in each step from initial contact to potential qualification for premium services.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":51,"@type":70,"position":76},"https://docshare.wps.com/template/general/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/sales-new-business-financial-workflow/240942/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/sales-new-business-financial-workflow/240942.png","ImageObject",442,249,{"name":88,"@type":89},"Putri","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-25","2026-09-11",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of this document?","Question",{"text":108,"@type":109},"This document outlines the Sales: New Business (Financial) Workflow using BPMN 2.0 notation to standardize and streamline the process of acquiring new financial clients and handling referrals.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Who are the typical clients mentioned in this workflow?",{"text":113,"@type":109},"The typical clients mentioned are Investment Counselors/Brokers who may be interested in opening accounts and potentially qualifying for Private Wealth services.",{"name":115,"@type":106,"acceptedAnswer":116},"What is BPMN 2.0 and why is it used here?",{"text":117,"@type":109},"BPMN 2.0 (Business Process Model and Notation) is a standard for modeling business processes. It is used here to visually represent and clarify the steps involved in the sales workflow.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},240942,1789167761,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":50,"category_name":51,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":125,"read_time":4},962085571259,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Tuesday, June 10, 2014, 10:53:35 AM  \nSales: New Business (Financial) Workflow [BPMN 2.0]  \n\n| \u003Cbr>Customer / Client\u003Cbr>\u003Cbr>Investment Counselors / Brokers |  New Business & Referral Processing   Client Negotiation \u003Cbr>\u003Cbr>\u003Cbr>\u003Cbr>\u003Cbr>Contact calls ClientCo about opening an account\u003Cbr>Qualified for Private W\u003Cbr>lth\u003Cbr>\u003Cbr>\u003Cbr>\u003Cbr>\u003Cbr>\u003Cbr>\u003Cbr>\u003Cbr>\u003Cbr>\u003Cbr>| \u003Cbr>B P M N 2 . 0 L EG E N D \u003Cbr>Expanded Sub\u003Cbr>Process\u003Cbr>Poo l\u003Cbr>\u003Cbr>Sequence Flow Message Flow |  |\n| --- | --- | --- | --- |\n|  |  |  |  |\n|  |  |  |  |\n\nLogin to OpsDog to purchase the full workflow template","cbCaivVN92srPVj9","https://ap.wps.com/l/cbCaivVN92srPVj9","pdf",921230,"English","# Sales: New Business (Financial) Workflow [BPMN 2.0]\n## BPMN 2.0 Legend","[{\"question\":\"What is the purpose of this document?\",\"answer\":\"This document outlines the Sales: New Business (Financial) Workflow using BPMN 2.0 notation to standardize and streamline the process of acquiring new financial clients and handling referrals.\"},{\"question\":\"Who are the typical clients mentioned in this workflow?\",\"answer\":\"The typical clients mentioned are Investment Counselors/Brokers who may be interested in opening accounts and potentially qualifying for Private Wealth services.\"},{\"question\":\"What is BPMN 2.0 and why is it used here?\",\"answer\":\"BPMN 2.0 (Business Process Model and Notation) is a standard for modeling business processes. It is used here to visually represent and clarify the steps involved in the sales workflow.\"}]","Sales- New Business (Financial) Workflow | PDF"]