Overview
What is 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,…
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- Free/Freemium Version
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Product Details
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- Tech Details
What is 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.
Fulcrum Upfront Technical Details
Operating Systems | Unspecified |
---|---|
Mobile Application | No |