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The
complexity of business and individual relationships can make it difficult to
identify conflicts of interest. Yet those conflicts can have a chilling
effect when they’re discovered after a client has signed a contract with
your firm.
Having access to as much client information as possible is the key to
avoiding these surprises as well as to providing the best client service and
effectively growing your portfolio of clients. Conflict of interest
searching enables professional service firms to steer clear of client
conflicts and efficiently and easily manage in-depth information on new
clients. |
It includes:
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Conflict Management - Saves time and helps your firm avoid costly mistakes
by identifying conflicts of interest prior to accepting new
clients/projects.
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Entity/Related Party Search - Searches all existing entities and related
parties for potential conflicts of interest.
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Related Party List/Details - Lists all related parties for a selected
individual or company entity and enables users to drill down into the
details of a selected related party.
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Client List/Search - Saves time, quickly locating clients by searching on
any client-related information.
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