Using Advanced Technology to Improve Client Risk Management
Presenters: Jim Boomer, Norm Mullock & Derek Huey
The risk associated with getting business acceptance right has never been higher. Firms must manage conflicts/independence risk incredibly tightly or face financial sanctions, reputational damage and lost clients. Assessing risk (client, industry, engagement, etc.) and managing KYC/AML requirements are key subsequent steps to ensure the firm's clients are successful. Capturing all of the client commitments efficiently in the right engagement letter closes the loop on tracking the firm's commitments correctly. Intapp Open is the platform firms are choosing to modernize their approach to manage conflicts and independence, confidentiality requirements and business acceptance and continuance. During this session, Intapp will present an overview of Intapp Open.
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