PARTNER COLLABORATION
Geared to clients’ needs… and yours
CoParity improves data accuracy and verification, reduces onboarding time, strengthens client relationships and frees your front office and onboarding specialists for value-adding activity.
PARTNER WORKFLOW • STEP 01
Upload your requirements
Upload a set of information requirements to CoParity (for example – UK large corporates).
PARTNER WORKFLOW • STEP 02
Seamless integration
CoParity integrates your data requirements into its standard data set, expanding it if necessary.
PARTNER WORKFLOW • STEP 03
Team & Permissions
Instantly add team members and manage permissions for each client engagement.
PARTNER WORKFLOW • STEP 04
Real-time sign off
Review and sign off client responses as they come in.
PARTNER WORKFLOW • STEP 05
Effortless refresh
Clients can re-verify and refresh at the press of a key: no need to compromise your refresh requirements.
