Navigating the Regulatory Shifts in 2023
With financial regulatory compliance now more complex than ever, staying ahead of shifts in the regulatory landscape is critical to your success.
Smarter Oversight. Seamless Assessments. Simplified Compliance.
What’s New In ECOI v6.5?
We’re bringing better reporting and more streamlined processes to your compliance program. Join our expert-led walkthrough of the latest ECOI features—designed to save time, reduce risk, and make it easier for your teams to stay compliant and in control.
You’ll Learn How To:
- Create collated groups of custom fields (“aliases”) across document sets for improved reporting and streamlined data review.
- Unlock the ability for employees to submit multiple trades from a single pre-clearance workflow—a huge time-saver for those power traders and proxy users!
- Apply predefined reasons for retracting a gift or hospitality declaration.
- Compare changes between declaration versions for faster review.
Don’t miss this opportunity to explore how the latest updates in ECOI v.6.5 can drive clarity, efficiency, and confidence across your compliance operations.
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