Products
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Prospect Marketing - Access and User Permissions
CourseGain a comprehensive understanding on how to control user visibility to the Marketing features, as well as assign user permissions within Prospect Marketing.
Free
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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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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 - Due Diligence
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 - 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