The tracking systems we have built for our customers to date helped them reach new levels of productivity. By minimizing chances for oversight, these systems not only help orchestrate workflow, but also minimize compliance issues. You will never again forget about updating collateral certificates such as CDs or getting current copies of A/R listings.
When added as a complement to other CCS modules such as Legal Documentation or Loan Booking, ticklers can be automatically generated based on your predefined business rules. For example, a tickler might be generated for receiving a copy of the articles of incorporation if the borrowing entity is a corporation. This promotes consistency, as well as ensuring that critical tasks are not overlooked.
> Proceed to Workflow Management
< Back to Compliance/Reporting