The Xceptor Outreach Solution provides a co-ordinated, centralised, or de-centralised model for all outreach activities. It's pre-configured for client outreach, enabling business users to quickly set up outreach activities without the need for IT support. All inbound and outbound client correspondence is tracked, ensuring full transparency and audit trail.
Set up outreach activity in less than an hour.
All incoming and outgoing correspondence is tracked.
Management visibility on team & client performance.
Send out documents and track all responses and queries
Agreements with counterparties which must be refreshed after a regular period
Agreement is changed based on impact from a regulation. Xceptor enables bi-lateral agreement