Prepares
SAMI categorises advice files

• Compliance workbench and system of record
• Integrates
• Handles multiple docs and file types

Assesses
SAMI checks, highlights, scores and risk tags

• Pre-assesses
• Highlights
• Pre-scores
• Risk tags
• Suggests actions
• Reviews and comments
• Pre-populates report

Verifies
Easy and enjoyable to use

• Compliance workbench and reporting solution enabling efficient, effective reviews
• Interactive, supportive
• Enables consistency
• Workflow convenience

Reports
Real time reporting, efficient workflow, supports coaching

• Dashboard reporting
• Real-time visibility
• Pre-emptive, Proactive
• Integrates
• Scale productivity
• Supports coaching

System-of-record for advice file reviews for prevet and audits

For SoAs plus related advice file documents eg Fact Find, Risk Profile, File notes

User-friendly, interactive, integrates

Gives you more time to focus on key issues and client