Products
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Counterparty Oversight - Sending and Tracking Invites
CourseRecommended sales professionals, learn how to send invites and apply best practices, ensuring a smooth sales process.
Free
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Counterparty Oversight - Clients VS Applications Board
CourseRecommended for all users looking up, tracking and managing client information in Counterparty Oversight. Learn the quickest and most efficient way to find the information you need!
Free
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Counterparty Oversight - Custom Fields
CourseFor 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.
Free
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Counterparty Oversight - Channel Settings and Application Codes
CourseFor 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).
Free
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Counterparty Oversight - Creating Custom Questionnaires
CourseFor 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.
Free
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Counterparty Oversight - Documents and Financials Settings
CourseFor 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.
Free