Rules-based insertion of questionnaires into a workflow, either industry standard or built specifically for your firm’s needs.
Customize exactly what needs to be answered within each workflow and easily update requirements as new regulations are implemented.
Real-time, in-context communication across internal and external teams with the ability to easily export for internal compliance monitoring/auditing.
Reduce up to 75% of emails, respond to queries quicker because all the information you need is immediately available for reference, and avoid electronic communication compliance fines.
Customizable rules for multi-level verification of data and documents.
Ensure data accuracy and prevent fraud.
Digitize internal checklists via custom, rules-based tasks or full task lists that can be automatically added (or created ad hoc as needed) and assigned.
Stay organized and manage processes across internal or external teams.
All activity is logged in real-time with a timestamp and record of who entered data or made a change.
Allows for real-time compliance auditing and allows for anyone to come into a request and see what has occurred and when.
At its core, Saphyre is a shared repository of client and account reference data populated by our network of top-tier financial institutions. With Saphyre you can ensure everyone, across internal and external teams, is always looking at the latest version of all data and documents.
