Albridge Sales Practice Monitoring
Available from Albridge Solutions
Product Details
As regulators increase their focus on sales practices and suitability, financial organizations need more powerful tools for monitoring field activities—from fee-based planning to client suitability.
Albridge Sales Practice Monitoring, powered by Actimize, draws from multi-custodial data across diverse systems for easier exception recognition, follow up, resolution, documentation and, ultimately, reporting.
