Streamline and control client outreach

Configure a decision engine to automate complex communication workflows.
Automatically generate documents from templates.
Use reference data to generate documents and emails.
Track responses and send reminders.
Control and audit all workflow steps for regulatory compliance.
Manage cases, generate reports, and analyze key metrics.

Control and automate the client outreach lifecycle

Free your operations team from manual tasks and reduce client communication timelines from days to hours.

Impact notifications

Promptly initiate time-sensitive "fire and forget" workflows to meet regulatory requirements for notifying clients about market or business events.

Routine counterparty communications

Automate recurring processes that require responses such as due diligence and KYC. Trigger workflows on a routine cadence and chase responses.

Negotiations

Automate and audit complex processes with large numbers of counterparties and multiple rounds of communications and edits, such as repapering.

Reduce risks and increase your competitive advantage

Automate, control, and scale complex, high-value communications. Comply with regulation and deliver superior customer service.

Promptly create new workflows to respond to market or organizational events.

Create full transparency into the outreach process.

Eliminate re-keying and manual entry mistakes.

Remove the need for specialist resources and redeploy teams to more valuable tasks.

Reduce payment turnaround time.

Reduce manual efforts and refocus on value-added tasks

One client redeployed 12 full-time employees.

Learn how to streamline client onboarding and enhance customer experience.

Time to action a new outreach request reduced to two hours.

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