What’s the best way to collect, store, manage and access trading partner data? Email, Word documents and spreadsheets are fine, but if you are looking for a more agile, flexible solution, inFOCUS|PROFILE is the easiest way to onboard, manage and maintain information.
Lloyd’s Broker Harman Kemp has made the switch to inFOCUS|PROFILE, as they wanted to find a new way of collecting, storing and authorising trading partner data.
“We wanted to minimise the friction to our clients in terms of collecting and maintaining the data we need to do business with them,” said Lorraine Wood of Harman Kemp, an independent broker that specialises in delegated authority. “We needed to find a better way to capture and manage our trading partner information and be able to approve clients through our own compliance process, as well as track any bottlenecks.
“inFOCUS|PROFILE is a great tool as it allows our trading partners to complete our questionnaires themselves online and allows us to track approvals easily. It also integrates with the workflow within our business so signoff from the compliance team is seamless. We are thrilled with the product and feel it provides great value to our firm and customers.”
No more spreadsheets or rekeying the same emails and documents multiple times. inFOCUS|PROFILE offers a secure central location for all trading partners, where you can quickly view approval status and give easy access to auditors as required.
Is it time for your business to make the change? Get in touch today, and our team will be happy to talk you through how you can simplify your trading partner profiling in 2022.