Save up to 80% of time spent on manual coordination by automating quarterly reporting across teams, portfolio companies, and systems
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.
Streamline management and coordination of internal actions around subpoenas
Streamline internal scanning for Politically Exposed Persons (PEPs) or sanctions
Streamline and automate data collection and creation of financial accounts
Standardize and automate customer support ops process for handling complaints and damages
Speed up reconcilliations with checklists and streamlined process steps designed for accounting ops.
Send out mass communications to customers in batch with full automation and templated messaging
Run mandatory checks and approval processes for all of your third party vendors and suppliers
Report taxes with automated form steps, documentation, and data management
