‘‘After testing three of our modules, Confirmations, PBC & Signing Documents, the experience
of using one intuitive platform for these three processes has overall visibility and efficiency.
PBC keeps all files and communication in one secure place allowing the FWSR team to maintain visibility and resolve client questions effectively.
With intuitive workflow it allows FWSR clients to easily supply information or ask questions.
The roll-out to smaller clients has meant they have one standardised process at the same level
of client experience regardless of size.
Centralising the Confirmations procedure into one cost-effective platform allowed FWSR to standardise whilst minimising auditor involvement, paper usage and issues around turnaround
times and visibility.
Digital document singing with the Signing Documents module allowed for a friction free experience for overseas clients’’.