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Keep your team aligned by drafting, finalizing and collaborating on important documents (e.g. annual plans) in a centralized repository.
Store important documents such as legal agreements, pricing sheets and terms and conditions so all stakeholders have access to the latest versions.
Built in checklists for department stakeholders to conduct due diligence and approve new products and services.
Identify and track firm-wide issues to determine appropriate action plans, risk rate issues and create alerts.
Track company wide issues in a single repository to make better strategy decisions.
Collaborate on sales material between departments and provide real-time comments with an easy to use interface.
Track complaints from multiple sources centrally to make sure complaints are handled in a timely manner.
Log customer complaints and resolutions for easier oversight from regulators like FINRA.
Identify inherent and residual risks in company controls.
Store audit reports and and audit issues across IT, Compliance and Finance so risk managers and board members have access to all outstanding company issues.
Track employees' potential conflicts of interests with automated submissions and approvals.
Record internal company testing which has validated your company’s compliance procedures.
Track company wide and department specific internal communications and training programs.
