Counterparty Oversight Onboarding - Part 2
1 Hour and 45 Minutes of learning. Designed for admins, compliance teams, and overseers of counterparty oversight requirements, learn how the daily operations required to intake, manage, and mitigate risk ongoing.
Here's what you'll learn:
Enroll in this learning path and continue your onboarding journey.
Counterparty Oversight - Mastering Navigation
Designed for all users, covers general site layout, efficient navigation to find the related client information you need, and best ways to get support.
Counterparty Oversight - Sending and Tracking Invites
Recommended sales professionals, learn how to send invites and apply best practices, ensuring a smooth sales process.
Counterparty Oversight - Application Workflow and Tracking
Recommended for all users that are part of the application management process, as well as those in client facing positions responsible with application follow ups.
Counterparty Oversight - Client Documents and Financials
Recommended for all users that are part of the document management process, as well as those in client facing positions responsible with document request follow ups.
Counterparty Oversight - Client Questionnaire Management
Recommended for all users that are part of the application management process, as well as those in client facing positions responsible with application and questionnaire follow ups.
Counterparty Oversight - Due Diligence
Recommended for compliance and risk professionals responsible for reviewing and mitigating risk for Counterparty Oversight.
Counterparty Oversight - Initial and Relationship Management
Recommended for users that are part of the application management and decisioning process, as well as those managing ongoing client relationships.