WORKFLOW FOR ONBOARDING
& DUE DILIGENCE
VIPR Intarga combines the benefits out-of-the-box workflows with the flexibilty to build a process that is tailored for your business.
VIPR Intarga provides all the tools you need to design due diligence and onboarding workflows, allowing you to capture all the information you need and store key documents. The intuitive workflow builder provides a drag-and-drop interface to build your own workflows, and the powerful features of the VIPR platform ensure that your workflows are secure, auditable and scalable.
Workflows can be configured to include SLAs, reminders, and escalations, and can be assigned to individuals or groups. The workflow builder also allows you to configure the data that is captured at each step and the documents that are required. This means that you can capture all the information you need, and ensure that all the relevant documents are stored in the right place.
Streamlined workflows mean that you can onboard new clients faster, and reduce the time spent on due diligence. This means that you can focus on the things that matter, and provide a better service to your clients.
Innovative workflow tool for third-party approval and management
- Streamline your onboarding and due diligence with flexible domain-specific workflows
- Stay ahead of ever-growing compliance and regulatory burdens