RBS Morgans

RBS Morgans

  • Requirement

    RBS Morgans required a dual-purpose Compliance tool that could be used to not only monitor a range of Head Office obligations but also those related to their large network of financial services agents.  The system had to be web browser based and have a flexible email notification engine.

  • Solution

    We delivered a modern system that has been able to recognise and refine RBS Morgans' risk and compliance framework.  The system is easily accessed from outside Head Office and information can be quickly and easily reported in 'real-time'.

  • Benefit

    RBS Morgans received a modern system that has encouraged greater staff and agent participation in risk and compliance activities through user friendly screen interfaces and work flow notifcations.  Changes in business circumstances are easily built into the system ensuring the framework remains up to date.