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Managing Business Risk Lauren Alderton
13

Managing your Business Risk

Aug 15, 2015

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Intelliflo Ltd
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  1. 1. Managing Business Risk Lauren Alderton
  2. 2. Objectives Income reconciliation Workflow audit trails Compliance
  3. 3. How do we define Risk? We categories Risk as the potential of losing something of value. Values such as physical Health social status, emotional wellbeing or financial wealth
  4. 4. Can technology help mitigate Risk? Change is coming faster today than ever before 10 million over and above normal product investment for RDR 65% of UKs live EDI traffic automating up to 98%
  5. 5. Income
  6. 6. Income Demo
  7. 7. Workflows How effective are your business processes? To gain a more competitive edge, a sophisticated solutions is required
  8. 8. Workflow
  9. 9. Workflow and Audit trail Demo
  10. 10. Compliance Its always at the forefront of our minds
  11. 11. Compliance Demo
  12. 12. Summary Streamline Income reconciliation and support the production of Regulatory reporting (RMAR) Enable your business to build consistent robust processes throughout the advice journey Support the needs of your business and the regulator and provide a framework for the advice process
  13. 13. 13 Eco System