Fulcrum Upfront

Fulcrum Upfront is used to streamline and standardize manual business processes for clearing new business with a flexible workflow engine. Intelligent workflows simplify necessary compliance with AML and KYC standards. The software helps accelerate new business decisions by producing high-quality, centralized intake data. It displaces paper files and laborious review processes. Users can integrate and scale critical policies through a its form builder, reporting tools, alert triggers, and matter lifecycle tracking capabilities.