Use cases

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Compliance Automation
Quarterly Portfolio Reporting

Save up to 80% of time spent on manual coordination by automating quarterly reporting across teams, portfolio companies, and systems

Compliance Automation
Financial Services
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Compliance Automation
Enhanced Due Diligence (Source of Wealth / Anti-Financial Crime)

Automate source of wealth and anti-financial crime checks as part of your automated AFC & AML processes, to eliminate manual coordination risk and ensure compliance.

Compliance Automation
Financial Services
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Financial Services
Subpoena Management

Streamline management and coordination of internal actions around subpoenas

Financial Services
Compliance Operations (Financial Services)
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Financial Services
PEP & Sanctions Check

Streamline internal scanning for Politically Exposed Persons (PEPs) or sanctions

Financial Services
Account & Transaction Operations
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Financial Services
Account Creation

Streamline and automate data collection and creation of financial accounts

Financial Services
Account & Transaction Operations
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Financial Services
Complaints / Damages Handling

Standardize and automate customer support ops process for handling complaints and damages

Financial Services
Customer Service Operations (Financial Services)
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Financial Services
Account Reconciliation

Speed up reconcilliations with checklists and streamlined process steps designed for accounting ops.

Financial Services
Account & Transaction Operations
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Financial Services
Mass communication (Market Events)

Send out mass communications to customers in batch with full automation and templated messaging

Financial Services
Customer Service Operations (Financial Services)
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Financial Services
Third Party Vendor Approval

Run mandatory checks and approval processes for all of your third party vendors and suppliers

Financial Services
Compliance Operations (Financial Services)
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Compliance Automation
Tax Reporting

Report taxes with automated form steps, documentation, and data management

Compliance Automation
Compliance & Legal Operations
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