Decision Management
Automate and govern the most important decisions in your client and engagement acceptance processes.
Accelerate conflict checks with direct access to Entity Management’s restricted list data. Send questionnaires globally to those that need to respond. Track all responses across hundreds of potential recipients to inform a final decision.
Automatically deliver a series of questionnaires to stakeholders to collect information. Determine whether a client should be accepted based on aggregated information. Utilize risk tracking in responses to alert additional stakeholders to heightened risk.
Configure Decision Management to automate and govern any decision using the same tools that power the three key use cases above.
The Value of Managed Decisions
Accelerate
Maximize revenue growth opportunities by speeding up business approval.
- Involve the right people each time with specially configured workflows for each service line.
- Benefit from the reuse of data across teams, reducing rework.
- Win the business before other firms by reaching conclusions on conflicts and acceptance first.
Accept
Accept and continue client relationships while checking the right regulatory requirements.
-
Increase your compliance rate with an integrated and automated conflict checking process.
-
Conflict checks are all made from the same core affiliate dataset.
-
Kingland's compliance engine ensures the right clients and affiliates are marked as restricted.
-
Your firm avoids approving impermissible services due to incorrect data.
Streamline
Streamline onboarding, acceptance, and continuance decision making in one system.
- Consolidate ecosystems where each service line has their own client onboarding system.
- Focus on one business system for all regulatory decisions.
How does it work? Reach out to learn more.
Professional Services Tailored to Your Needs
Ready to get started?
