WORKFLOW

Enhance operating efficiencies,
client support and regulatory
compliance with intelligent
business process management.

PRODUCT OVERVIEW

Customisable,
step-by step workflows.
Real-time monitoring.
Sophisticated document management.

Create the seamless operating environment your business needs.

Product Brief
WORKFLOW
Create the seamless operating environment your business needs.

WHY CHOOSE WORKFLOW

Process monitoring
Receive alerts for suspicious activity, change of circumstances, anti-fraud and investor screening hits so potential issues can be investigated and resolved before they become real challenges.
Task allocation
Control and centrally allocate tasks with full maker/checker functionality.
External system integration
Seamlessly integrate WORKFLOW with your core systems to automate your workflows and processes.
Client lifecycle management
Fully manage onboarding, due diligence and offboarding processes along with fund setup, valuation and NAV processing, trade processing, payments and reporting.
Trade order management
Capture trades from various sources and manage orders through each stage with approval/rejection controls.
Document management
Read QR document barcodes and capture email and fax-delivered documents, then integrate relevant content - in full or part, through flexible document splitting - into business processes.
Dashboard
View all your daily activities, identify problems and bottlenecks, and meet your SLAs with a single dashboard.
File capture
Seamlessly manage and exchange data.
Regulatory compliance
Systematically adhere to fund and regulatory compliance rules and reporting requirements.
KPI/MIS
Track and query all your processing tasks, KPIs and other key data points in real time from the dashboard.
Email tracking
Track all internal and external communications in one case file.
Audit trail
Track and record every processing stage to ensure tasks are completed correctly, while enabling easy review and rectification of problems.

WHY CHOOSE DEEP POOL?

  • #1 INVESTOR SERVICING PROVIDER
    Leading banks and fund administrators use our technology.
  • UNIQUE MIX OF EXPERTISE
    Our knowledgeable and experienced team combine qualified accountants, business analysts and software engineers.
  • FLEXIBLE SOLUTIONS
    Automate the processes most important to you with our modular software suite.
  • CUTTING-EDGE TECHNOLOGIES
    Our tools employ a next-generation open architecture platform and containerised microservices for unrivalled ease of use and functionality.
  • PROVEN TRACK RECORD
    Our industry-leading systems have been solving clients’ processing headaches for more than two decades.

Get in Touch

Discover how our solutions can
transform your business.

 

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