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Opportunity Assessment

Quickly identify opportunities that will significantly improve the way that compliance of financial promotions is managed

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SPECIAL OFFER

For a limited period only, we are offering our Opportunity Assessment for free
 

Nika, Distribution Support

"We now have a good understanding of what improvements we can make and what the impact of those improvements will be.

 

We also know the order in which we should be working on our improvement areas.”

Understand the opportunities that exist in 4 key areas

  1. Compliance related workload – for financial promotions creators and approvers

  2. Elapsed time needed to complete the approval process

  3. Risk of non-compliant promotions being approved and used

  4. Cost of managing financial promotion compliance – incl. people and technology

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Normally completed within a week and with very limited time commitment, the Opportunity Assessment report provides the following for every opportunity:

 

  • A description of what the opportunity is

  • Estimates of the expected:

    • Benefits

    • Costs

    • Implementation time

  • Recommended priority and recommended next steps

Find out more about this service

For any of the following, please contact us:

  • To request your free Opportunity Assessment

  • To get an example of an opportunity report

  • If you have an questions

  • Anything else!

Contact Us
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