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Posted by Wealth Elite on August 6, 2024 at 9:58am 0 Comments 0 Likes
Yes, you can track the status of each client's KYC in a clear and organized manner with mutual fund software for distributors. MFDs can check the status based on filters like KYC OK, KYC Validated and Verified, and KYC Not Verified clients. For more information, visit https://wealthelite.in/
Posted by Micheal Jorden on August 6, 2024 at 9:57am 0 Comments 0 Likes
With CQ Document Management, you can manage the entire document lifecycle, gain complete visibility and rely on a single source of truth across all locations for more effective decision making.
Regulatory compliance is stringent. With an electronic approach to document management across the enterprise, you’ll have a central repository to create, modify, review, approve, store, organize, access and share documents globally in a controlled manner. Track each document from origin to obsolescence with analytics, graphical dashboards, integrated collaboration and workflow tools.
Boost Productivity and Efficiency
With a workflow-driven process aided by secure digital capabilities, simplify creating and updating documents, always ensuring the right templates are used. Streamline the entire document review/approval process easily, on a consistent and timely basis. Increase operational efficiency by improving access to the right version of your information, faster and more cost-effectively, regardless of platform. Whether it’s SOPs, policies, plans, work instructions, or manufacturing & production designs, the most current information will always be available and accessible, reducing both time and risk.
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