Counterparty Oversight Onboarding - Part 1
For admins, compliance teams, and overseers of counterparty oversight requirements, learn how to configure your portal to align with your specific business needs and goals.
Here's what you'll learn:
Enroll in this learning path and continue your onboarding journey.
Counterparty Oversight - General 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 - User Management
Recommended for Administrators and IT Security Professionals, covers user management and custom permissions.
Counterparty Oversight - Solution Center (Branding)
Recommended for Administrators, branding, and marketing teams, learn how to manage your visibility, including: company's logo, "About Us", and products and offerings to help clients connect with you.
Counterparty Oversight - Documents and Financials Settings
For admins, compliance teams, and overseers of counterparty oversight requirements, learn how to setup and manage requested documentation so you collect the necessary information for your review process.
Counterparty Oversight - Creating Custom Questionnaires
For admins, compliance teams, and overseers of counterparty oversight requirements, learn how to configure and update questionnaires, your tool for specific information gathering! Ensuring you have the information you need, when you need it.
Counterparty Oversight - Channel Settings and Application Codes
For admins, compliance teams, and overseers of counterparty oversight requirements, learn how to configure each channel specific to your business needs and manage ongoing monitoring (alerts).
Counterparty Oversight - Custom Fields
For admins, compliance teams, and overseers of counterparty oversight requirements, learn how to capture even more information and data on your clients! Enhance reporting and workflows.