Meet your compliance management needs with Solastis CRM
Use a single solution like Solastis CRM that lets you manage all your business processes as well as accomplish your compliance goals.
How can CRM with features for compliance management support your business processes?
Streamline your anti-money laundering (AML) processes
Communicate clearly with your workforce about AML procedures through a common and visible CRM and ensure that they understand and adhere to legal regulations
Follow all the regulatory steps for fraud investigation
Take all the necessary steps in an orderly way to investigate any frauds with our sequential task management tool
Provide confidentiality to clients
Control authorization to information and assign only the required personnel to the relevant case and protect data of the clients
Why should you use Solastis CRM for compliance management?
Solastis CRM can take care of your essential compliance management needs even though it is not a full-fledged compliance management software. Solastis CRM has a sequential task management tool that ensures that your business processes follow all the legal steps and document their progress for any future investigation.
Understand how the features of Solastis CRM can take care of your compliance management requirements
Set up multiple case types to create compliant business processes
- Create a case type for business processes that have similar compliance needs
- If need be, establish case type for business processes that have the sole purpose of maintaining compliance and apply it organization-wide
- Encourage transparency among your workforce by managing all case types on a visible platform
Use our sequential task management tool to ensure business processes comply with rules at every step
- Divide processes into individual tasks and finish them one by one in a logical order
- Spot if a task if not meeting the required guidelines with the help of simple visual templates
- Intervene immediately and get the process back in sync with the required framework
Segregate your business processes based on the organizational units to control access to sensitive information
- Separate your business processes based on their organizational units or geographical location
- Protect confidential data of the clients by controlling authorization to such processes
- Assign access only to the required personnel and prevent any data breach
An advanced case management platform with which you can digitize any business processes. Create multiple case types for separate business processes.
Create sequential steps in your case.This ensures that the case is moving in an efficient and predefined order. You will also know exactly where case is stuck.
You can assign each task (within a case) to a different employee based on his skills. Automatically assign these tasks to CRM agents.
Solastis CRM provides rich functionality to design authorization roles to suit your exact needs. Full flexibility in defining objects as well as roles.
Emails are perhaps the most important aspect of a CRM system. Solastis CRM provides full email integration. You will never miss an important update.