ClientConnect Recap Summer 2025
ClientConnect provides an opportunity for users to learn more about the latest functionality available across STAR and engage with Product Managers in real-time to help drive continuous improvement and future development.
Star’s Product Roadmap & More
Delivered by Chief Product Officer, Kelvin Dickenson, this video covers Star’s new product naming structure, technical transformation journey, and an overview of the Product Roadmap across all StarCompliance solutions.
A SMARTER, SIMPLER WAY TO NAVIGATE STAR
Introducing GuideMe
GuideMe is an interactive, in-app support experience that guides users step-by-step through key workflows—when and where they need it.
Empower Self-Service:
- Enables you to complete tasks with greater speed and efficiency.
- Helps your monitored employees’ complete tasks independently, minimizing reliance on you for routine support.
Support Adoption: Embedded guidance accelerates time to value with faster onboarding and drives awareness of new functionality.
Help in Real Time: Offers contextual support instantly—eliminating delays and helping users stay productive on their own schedule
GuideMe is now available for all compliance users in STAR ECOI.
Employee Conflicts
Compliance Control Room
NEW | Firm Trade Surveillance
NEW | Expense Tracking
Individual Accountability Regimes
NEW | Outside Business Activities
AI-Assisted Marketing Compliance Review
JOIN US
Future ClientConnect Event
December 3 @ 10:00 AM EST
ClientConnect Live!
ClientConnect provides an opportunity for users to learn more about the latest functionality available across the STAR Platform and engage with Product Managers in real-time to help drive continuous improvement and future development.