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Easy Monitor | Reveals How To Make Your AFSL Efficient, Risk Averse and Profitable

Easy Monitor | Reveals How To Make Your AFSL Efficient, Risk Averse and Profitable

AFSL Efficiency, Risk Mitigation and Profitability Software

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Benefits for AFSLs

Benefits for AFSLs

The Easy Monitor Group Platform account allows businesses or organizations to access the comprehensive relationship management system and reporting tools that organises their business activities and aligned members in a more agile and streamlined fashion.

Existing multiple siloed systems is inefficient, costing you time with too much manual analysis, leading to overwhelm and missed compliance breakdowns; and your organisation vulnerable.

Our group or corporate account offers its users, (who operate in heavily regulated industries), to seamlessly manage their business functions and aligned members via dedicated facilities with capabilities ranging compliance detection and notification from onboarding, KYC, due-diligence, Licensee and/or staff Human Resource Management to Data Management, Education services with Learning Management, communication, and Resource sharing.

Easy Monitor’s integrated functionality empowers you to proactively flag and detect compliance break-down across a number of measures.

Discover how Easy Monitor adds value for AFSLs in this presentation by the founding owner – Leigh Anoos (12.5 min)

Enhanced KYC, AML, & Due Diligence

Scale up your organization’s AML, CTF, and Due Diligence measures and capabilities via our comprehensive on-boarding and KYC process that provides access to verifying background checks via checks against a global database to flag any potential risk factors. Manage your risk exposure by only onboarding verified and thoroughly vetted individuals to safeguard your organization or corporates reputation.

Swift Onboarding of Advisors means your AFSL moves to revenue generation faster

Comprehensive Learning Management System

Equip your aligned members with the latest industry trends and knowledge expertise with access to an extensive library of training and learning material present in the Easy Monitor System. Set up your own training events, advertise them, and generate performance metrics reports to measure traction and participation statistics.

Easy Monitor offers an automatic booking, reporting and payment system to help you manage your training events efficiently with no manual overhead. Generate name tags, collect feedback, check assessment performance, and gather feedback from participants via the system at the click of a button.

Specialized AFSL CRM

Manage members or aligned individuals(Authorized Representatives) with comprehensive reporting dashboards and dedicated Human Resource Management spaces that offer drill-down capabilities for each member record. Generate reports on-demand to detect compliance breakdowns, order background checks and assign compliance registers to aligned members in addition to managing data and resources of current and past members.

Use our specially designed consent process to request data from prospective members and suppliers with each interaction documented in the system for your perusal and audit trail purposes.

Simplified Auditing

Enjoy the benefits of date and timestamped records that can be downloaded on demand for all data managed on your Easy Monitor system at the click of a button in any desired file format. Access all your digitalized records that are current and archived at any time on any device with advanced reporting functionalities. Use our extensive document repository system to store, share, upload, comment, and archive records and information for easy reporting and accessing functionalities.

Exclusive Communication Channels

Disseminate information via official communication channels to keep your aligned members, employees or stakeholders updated and informed with the most recent announcements, news and information. Encourage knowledge sharing and support via forum groups and topics with visibility and participation access controls.

View the video below to see an Easy Monitor Corporate account in use:

AFSLs, are compliance costs chewing up your profits? Choose one of these FREE options for the solution.

Book A Free Demo
FREE Profitability Blueprint

AFSLs, Are compliance costs chewing up your profits? Choose one of these FREE options for the solution.

Book A Free Demo
FREE Profitability + Compliance Blueprint

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