When selecting your compliance technology solution provider, what factors do you consider? Does integration with your existing wealthtech solution factor into the decision at all?
Short answer: It should.
The experts from COMPLY and Advyzon discussed:
- The benefits of integrating your wealth management and CRM platform with compliance solutions that align to your firm’s goals.
- How a compliance technology partner can streamline your operations and save you headcount, while ensuring continued efficacy.
- Creating optimal workflows and building compliance checkpoints to reduce risk at every opportunity.
