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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Intapp Employee Compliance streamlines the oversight of your firm's employees' financial interests and external engagements while ensuring alignment with internal ethical guidelines and documentation requirements. This solution assists professionals in adhering to both company and regulatory standards, simplifying the oversight process for compliance teams as they monitor individual activities. By equipping employees with intuitive tools, compliance with firm policies becomes more straightforward, allowing for the verification of information using standardized data and the identification of any discrepancies. The system automatically alerts employees about necessary actions and monitors their progress, facilitating timely responses and approvals through effective workflows and notifications. Additionally, it offers detailed histories that are valuable for firm management and regulatory bodies. A centralized hub enables staff to manage and seek authorization for regulated activities efficiently, seamlessly integrating employee compliance with your current HR and trading platforms. To further enhance usability, it provides role-specific, centralized data views along with dynamic reporting capabilities that adapt to the needs of your organization.

Description

Intapp Workspaces revolutionizes Microsoft Teams by transforming it into a tailored platform for developing engagement workflows, generating comprehensive insights, and streamlining engagement lifecycle management. Enhance teamwork and connect remote teams seamlessly while ensuring your organization's security and compliance measures are automatically upheld. By alleviating professionals from the weight of administrative tasks, you allow them to concentrate on nurturing client relationships and collaborating effectively on engagement delivery. Foster immediate and effortless collaboration for new engagements, thereby enhancing the return on investment for your firm's Microsoft 365 usage and maximizing productivity. Maintain your organization’s security and governance protocols through automation, even amidst the swift rise in Microsoft Teams' utilization. Create, customize, and oversee workspaces specifically designed for managing engagements, and utilize automated reminders to ensure that workspace owners remain accountable for timely updates on lifecycle changes. This comprehensive approach not only boosts efficiency but also reinforces your firm's commitment to delivering high-quality service.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 No 
Microsoft Copilot No 
Microsoft SharePoint No 
Microsoft Teams No 

Integrations

Microsoft 365 Yes 
Microsoft Copilot Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 

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 Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Intapp

Founded

2000

Country

United States

Website

www.intapp.com/employee-compliance/

Vendor Details

Company Name

Intapp

Founded

2000

Country

United States

Website

www.intapp.com/workspaces/

Product Features

HR Compliance

Alerts / Notifications No 
Certifications Management No 
Communication Tools No 
Customizable HR Documents No 
Document Management No 
Records Management No 
Regulations Monitoring No 
Reporting / Analytics No 
Roles / Permissions No 
Version Control No 
Workflow Management No 

Product Features

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