Smarter. Faster. More Proactive.
You’re trusted with guiding clients through a complex and emotional financial journey. Yet many teams are flying blind – unaware of document rejections, failed payments, or client withdrawals until it’s too late.
Global’s webhooks deliver instant alerts to your systems when key client or transaction events occur. No polling. No guessing. Just real-time, structured data you can act on.
What Can Be Automated?
- Client Document Rejected – Prevent onboarding stalls with instant client guidance.
- Client Failed Validation – Resolve compliance issues quickly.
- Client-Initiated Closure – Catch churn instantly and update your systems.
- Client Draft Return – React quickly to failed deposits.
- Client-Initiated Withdrawal – Understand unexpected fund movement.
- Expedited & Lockbox Deposits – Track all deposits, even manual ones.
- Global Processing Start/End – Time your syncs and ensure accurate balances.
Strategic Benefits
- Real-Time Client Insights – Be the first to know when key events happen.
- Operational Automation – Trigger CRM updates, send alerts, or launch support tickets.
- Stronger Client Relationships – Reduce friction and build trust through faster service.
Why This Matters to Strategic & Operational Leaders
You’re not just managing software – you’re managing customer trust, revenue velocity, and service efficiency. Webhooks are your upgrade from reactive to proactive operations.
| Without Webhooks | With Webhooks |
| – Full data pulls | – Instant updates |
| – Manual triage | – Automated alerts |
| – Customer confusion | – Transparent communications |
| – Missed opportunities | – Faster settlements |
| – System lags | – Synchronized platforms |
Use Cases That Drive ROI
- Speed Up Onboarding
- Protect Settlement Timelines
- Automate Customer Service
- Improve Compliance
What’s the Bottom Line?
Implementing webhooks not only modernizes your tech stack but also transforms your customer experience, enhances your team’s efficiency, and improves your bottom line.
Next Steps
1. Audit Your Lifecycle – Find automation opportunities.
2. Start with High-Impact Events – Like Document Rejection or Draft Return.
3. Engage Your Developers – Webhooks are live and easy to implement.
4. Partner with Global – Contact integrations@ghllc.com for docs and support.
To learn more about how Global Holdings can improve your outcomes, contact our Premier Support Team at 888-746-3281.
