Compliance Workflows
Intelligent Compliance Workflows
Comprehensive and centralized activities in one platform.
Drive Faster Resolutions, Reduce Risk, and Create Efficiencies
Let our workflow tool centralize and archive your compliance activities from discovery through remediation
Centralized
See all compliance and remediation activity across your internal departments and external partners and understand how effective your compliance program is
Actionable
Put actionable data and Proof You Can Use at your compliance team’s fingertips for faster, more consistent resolutions and audits
Complete
With one common process powering your entire compliance program, you’ll see the complete picture to accelerate growth and power future decision-making
Complete Optics
Gather the insights you need on how risk is handled in your compliance funnel
Alert Status
See the status of all your compliance alerts from not reviewed through resolved
Aging Status
View how long alerts have been in your workflow and prioritize
Rank Top Offenders
From websites to call center agents, use workflow to rank your best and worst performers
Close the Compliance Loop
Cut through the noise and take action from within the workflow tool
Centralized
Send remediation notices directly from the platform to non-compliant partners, agents, or reps
Track
Responses to remediation notices are recorded within the workflow for one seamless trackable history
Support
Provide partners, agents or reps with limited platform access to only see their remediation items
Coach
Use workflow to notify reps who need performance coaching or commendation
Archive
Archive for the length you require, a complete history of discovery through remediation for any audit situation