Whether your firm is bringing on one new person or one thousand new persons, Tool Tips & Walkthroughs will get your new joiners quickly up to speed. They’ll be expertly guided through their first system interaction, and then provided with module-level guidance to help ensure a smooth first experience—as they complete personal trade requests, report gift and entertainment spends, and more.
New people and infrequent users can mean lots of tech questions for compliance. Our in-app tips have been strategically placed throughout the STAR Platform—deftly anticipating user questions, putting answers in the places they’re needed most, and ultimately freeing up compliance for higher-value work.
Tool Tips & Walkthroughs encourage employee adoption by helping them feel comfortable and confident in fulfilling their compliance responsibilities. This means a better end-user experience, which means a more compliant employee population and, in the end, less overall firm risk.
Rolling out new software, no matter how simple it is to use, is never without its challenges. Tool Tips & Walkthroughs make it easy to get people up and running on STAR, reducing the time compliance needs to spend training employees. So your rollout—big or small—is sure to be a smooth and successful one.
As a compliance officer, Tool Tips & Walkthroughs mean you get answers to your own questions faster, so you can complete your own tasks in record time. With in-app tips and concise insights available with the click of the mouse, you won’t have to go looking anywhere else for further clarification.
With only so many hours in a day, setting aside time to learn new features and take full advantage of a software tool can seem impossible. Walkthroughs make it easy to master new, complex, or advanced areas of the STAR Platform and help you maximize its capabilities, including document configuration, document management, document requests, scheduled document alerts, and rule results reviews.