Tool Tips & Walkthroughs10 Steps To A Seamless Compliance Software Implementation
The journey to a new compliance system begins here, no matter where you’re starting out from
PLATFORMS
Tool Tips & Walkthroughs
It’s time to rethink compliance platform training and rollout. With Tool Tips & Walkthroughs, the STAR Platform is your compliance software training partner. Compliance teams and end users get instant support right inside the STAR Platform.
The STAR Platform Difference
Optimize Onboarding
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 spend, and more.
Reduce Tech Related Questions
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.
Increase Adoption & Participation
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.
Make Rollout Easy
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.
Complete Tasks Faster
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.
Maximize STAR Usage
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.
Implementation
Includes exhaustive initial software training to get you up and running quickly.
Post implementation
Easily accessible software guides and how-to resources available in our client portal. Follow-up training available upon request.
Monthly Webinars Series
Addresses best practices and ways to optimize your use of STAR.
Tool Tips & Walkthroughs
Simply makes STAR users even more self-sufficient than they already are.
View Our Additional Platform Features
Star Technology
Star’s advanced implementation and security options ensure your compliance operations are safer and more efficient than ever before.
Star Security
Comprehensive governance, risk, and compliance security provide the ultimate protection for your data.
Star Mobile
With STAR Mobile, employees pre-clear activity and report transactions on-the-go and Supervisors can review escalated requests from anywhere.
Data Management
Star offers a range of products, services and vendor solutions that let you monitor and manage an ever-increasing amount of data, enhance and optimize existing data sets, and maintain data integrity.
Reporting & Analytics
Be proactive, not reactive. Insight Driven Dashboards put actionable intel in front of compliance officers and frontline managers in an interactive format in near-real time.
Related Posts
A Remote Software Install In The Age Of The Remote Workforce
A leading global financial services group recently completed a sizable STAR software implementation.
3 Ways StarCompliance Increases Client Value Through Tech Modernization
Embracing the cloud. Microservices. Easier integrations.
