The Conflict Checking solution helps your firm identify, evaluate, and manage potential conflicts with new client services. The solution centralizes conflict checks into a single, dynamic workflow that draws on integrated entity and relationship data to provide a complete and accurate view of relevant connections across your firm. By automating question delivery and applying firm-defined rules, your teams are guided through the right disclosures and evaluations at the right time to discover where conflicts exist.

Designed to scale with growing and increasingly complex networks, the solution dynamically assesses risk as conflict data is collected. Higher-risk conflicts are routed for appropriate review, while lower-risk scenarios can move forward quickly. Where conflicts are identified, your firm can use the solution to define and document safeguards such as disclosure and consent with the client, separation of teams, or other approval conditions to help mitigate risk. These capabilities enable your firm to confidently manage conflicts, reduce manual effort, and proceed with client engagements more quickly.

Proven and scalable for rapidly growing networks, the solution monitors risk as independence information is collected. Dynamic routing ensures higher-risk requests receive appropriate review, while lower-risk services move forward through an auto-approval path. This enables your firm to confidently approve services, reduce manual effort, and maintain ongoing independence oversight as your client base and service offerings expand.