Product Overview
Intake
Efficiently take on new business while managing regulatory, financial, and reputational risks. Streamline management of the entire business-acceptance lifecycle with a configurable interface that automates manual intake processes and lets you leverage natively embedded content within the software.
Specifications
Accelerated intake
Automate and provide visibility, management, and control of intake processes.
Strategic alignment
Pursue and bring on the right business aligned with firm strategy.
Continuous management
Identify changes to financial, ethical, regulatory, or strategic alignment of engagements.
Increased agility
Rapidly modify business processes in minutes without change orders.
Product Reference
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