Exciting News – We would like to give a warm welcome to Close Brothers for coming on board!
Following an extensive review of the market, Close Brothers Asset Management (CBAM) selected Worksmart’s Accord solution to manage their SMCR workflow, activities, forms and reporting. Accord automates the process, drawing individuals into the system to complete activities, reviews and sign offs in a timely manner and simplifies FCA Directory updates. Accord also affords business users at CBAM the flexibility to configure templates and create custom forms without the need to incur additional services costs.
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