Products
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Counterparty Oversight - Sales Training
Bundle50 minutes of learning. Sales professionals, gain essential skills in client invitation, application workflow and tracking, to enhance your sales performance.
Free
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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 Onboarding - Part 2
Bundle1 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.
Free
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Counterparty Oversight Onboarding - Part 1
Bundle1 hour and 45 minutes of learning. Designed 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.
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