Directives Assistant

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Overview

Helps comply with all specific rules, procedures, and regulations associated to any specific transaction. Examples of tasks include: 

  1. Guiding employees on adhering to internal procedures.

  2. Highlighting regulatory changes relevant to transactions.

  3. Verifying transaction details against compliance guidelines.

 

Case Study

 

Traditional Workflow:

Employees search and manage directives by accessing detailed manuals, online databases, and memos. This process is time-consuming and complicated due to the volume of regulations, frequent updates, and the need for cross-referencing multiple sources. Ensuring all employees are aware of and understand the latest directives adds to the complexity. Maintaining compliance requires continuous monitoring and coordination across various departments, making it a rigorous task.

Workflow with Unique FinanceGPT:

Unique FinanceGPT streamlines directive management by providing instant access to updated policies and procedures. Unique FinanceGPT reduces the time spent searching and cross-referencing by offering quick, accurate answers and references and ensuring consistent understanding of directives across the organization. 

Impact:

By managing compliance monitoring, the Unique Directives Assistant significantly enhances efficiency and accuracy, saving employees in client facing roles up to 2 hours per week.

 

Pricing

To find out more about pricing, reach out to us: