Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The ConvergePoint Conflict of Interest Disclosure software provides an all-encompassing platform for handling COI disclosures and addressing conflicts that may arise in your organization. This user-friendly software enables employees to independently submit their disclosures for various activities, including those related to gifts and entertainment, while also allowing them to fulfill the annual disclosures mandated by the compliance department. Additionally, this ensures that organizations maintain transparency and adherence to ethical standards.
Description
Prepare your financial documents with ease. Collect consumer finance documents for your platform in a quicker and more efficient manner than ever before. This process eliminates the hassle of scans and manual uploads, streamlining workflows while reducing administrative follow-up tasks. Obtain high-fidelity data directly from the source, ensuring accuracy and reliability. Our white-labeled solution seamlessly integrates into your brand. The security of the FileThis Service is paramount, providing peace of mind. We collaborate with FinTech platforms to simplify processes such as loan applications, tax preparation, bill payments, bookkeeping automation, and compliance with legal financial requirements. By working together, we enhance the overall user experience and make financial management more accessible to everyone.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
ConvergePoint
Founded
2001
Country
United States
Website
www.convergepoint.com
Vendor Details
Company Name
FileThis
Founded
2010
Country
United States
Website
filethis.com
Product Features
Conflict Checking
Case Management
No
Client Database
No
Data Import / Export
No
Full Text Search
No
Indexing
No
Phonetic Search
No
Preemptive Conflicts Search
No
Relationship Tracking
No
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No