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1. Managing Business Risk Lauren Alderton
2. Objectives Income reconciliation Workflow audit trails
Compliance
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. 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. Income
6. Income Demo
7. Workflows How effective are your business processes? To gain
a more competitive edge, a sophisticated solutions is required
8. Workflow
9. Workflow and Audit trail Demo
10. Compliance Its always at the forefront of our minds
11. Compliance Demo
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