Financial Industry
Easy to use case management for financial services, no matter what size your company is.
Enleiten Cases can help you manage branch office audits, tracking letters from regulators and customers, daily trade blotter reviews, and more. Contact us to set up a demonstration.
Features include:
- File storage
- Comprehensive audit records
- Private server to protect your data
- Contacts can be uploaded to the system for quick delegation and assignments
- Support for groups
- Personal task management
- Task management for colleagues and external contacts
- Delegated access (so your assistant can manage your account)
- Customer support
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