Upfront New Business Intake Description
Your team works hard to resolve conflicts, register and manage new issues and meet all regulatory compliance requirements. Equip them with an integrated tool to increase their efficiency and effectiveness. A flexible workflow engine can streamline and standardize manual business processes to clear new business. Intelligent workflows make it easier to comply with AML and KYC regulations. Produce high-quality, centralized data to accelerate new business decisions. No more paper filing and tedious review processes. Integrate and scale key policies with a robust form creator, reporting tools and alert triggers. A conflict management tool must work the same way as your people. It is important to evaluate potential business relationships with your firm quickly, flexible, and using complex analysis. Our Upfront solution offers comprehensive due diligence by using intelligent filters.
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Now available - Intake Pro!
- Automatically process incoming leads from call-ins or web sources, and send notifications to clients
- Generate and send a retainer, referral, or rejection letter with the click of a button
- Generate reports that track marketing campaigns and provide insight into ROI and pipeline activities
- Schedule automated emails, send SMS messages, and keep leads warm
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Litify
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Integrations
Company Details
Company:
Fulcrum GT
Headquarters:
United States
Website:
fulcrumgt.com/solutions/upfront
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
In Person
Customer Support
Phone Support
Online
Upfront New Business Intake Features and Options
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