Overview
Helps comply with all specific rules, procedures, and regulations associated to any specific transaction. Examples of tasks include:
Guiding employees on adhering to internal procedures.
Highlighting regulatory changes relevant to transactions.
Verifying transaction details against compliance guidelines.
Watch the Demo Video: Part 1
Part 2:
Case Study
Traditional Workflow:
Employees search and manage directives by accessing detailed manuals, online databases, and memos. This process is time-consuming and complicated due to the volume of regulations, frequent updates, and the need for cross-referencing multiple sources. Ensuring all employees are aware of and understand the latest directives adds to the complexity. Maintaining compliance requires continuous monitoring and coordination across various departments, making it a rigorous task.
Workflow with Unique FinanceGPT:
Unique FinanceGPT streamlines directive management by providing instant access to updated policies and procedures. Unique FinanceGPT reduces the time spent searching and cross-referencing by offering quick, accurate answers and references and ensuring consistent understanding of directives across the organization.
Impact:
By managing compliance monitoring, the Unique Directives Assistant significantly enhances efficiency and accuracy, saving employees in client facing roles up to 2 hours per week.
Pricing
To find out more about pricing, reach out to us: