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With the ability to incorporate multiple business approval processes and policies into a single solution, GoldTier brings credit, legal and operations staff to participate in the onboarding process. As each additional group is added onto the common onboarding platform, users can take advantage of shared documents, data and processing centers, creating a collaborative environment where client information is truly leveraged across business operations.
Key features include:
- Requesting Credit And Negotiated Legal Documentation Through A Single, Consolidated Front Office Screen
- Rules-Based Determination Of Required Supporting Documentation To Credit & Legal Processes
- Tracking And Auditing Of Requests
- Monitoring Of Request Status And Their Impact On The Overall Onboarding Process
- Association Of Negotiated Documents With The Appropriate Entities And Sub-Entities In Client Hierarchies
- Upload And Imaging Of Documents
- System Controls Enforcing That Clients And Products Are Not Set Up Until Credit And Legal Approvals Are Obtained
- … And Many More