Products
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Investor Marketing (Prospect Marketing) Mobile App
CourseAvailable to all Counterparty Oversight users. This app is designed to enhance exclusive access for Prospect Marketing. Build client relations, explore prospects, and enhance your marketing activities seamlessly from your mobile device.
Free
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Counterparty Oversight - Initial and Ongoing Relationship Management
CourseRecommended for users that are part of the application management and decisioning process, as well as those managing ongoing client relationships.
Free
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Counterparty Oversight - Due Diligence (Scorecard and Alerts)
CourseRecommended for compliance and risk professionals responsible for reviewing and mitigating risk for Counterparty Oversight.
Free
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Counterparty Oversight - Client Questionnaire Management
CourseRecommended 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.
Free
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Counterparty Oversight - Managing Client Documents and Financials
CourseRecommended 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.
Free
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Counterparty Oversight - Application Workflow and Tracking
CourseRecommended for all users that are part of the application management process, as well as those in client facing positions responsible with application follow ups.
Free