CSi IntelleDoc Solutions: The Next Generation of Compliance Documentation
Most financial transactions have been documented in the old paradigm using static forms. Static forms are really “pictures” of forms with lines and check boxes where the financial professional painstakingly fits customer and transaction information throughout the document—regardless of whether the form provides enough space for the required information.
In this old paradigm, financial institutions must modify customer or transaction information to fit it on the form. Not only does this process increase compliance documentation risk, but it also frustrates institutions with its many limitations.
CSi IntelleDoc Solutions moves you beyond pictures of forms. In the new paradigm, financial institutions focus on what kind of information is needed to win the business and properly document the transaction, and the documents adapt to the information provided. IntelleDocs employ a systematic approach to the specific transaction. CSi's seamless application of industry knowledge, compliance and business logic, extensive compliance processes, and dynamic document technologies has transformed how compliance documentation is created. Whether a simple or a complex transaction, financial professionals can place their trust in a single system: CSi IntelleDoc Solutions™.
Interactive Intelligence
CSi IntelleDoc Solutions are interactive components with built-in intelligence. To learn more about the solution components, click on an image area below.
