InfoTrack: New: Data from eCOS Onboarding now populated directly into LEAP

14th June 2022 at 12:30 pm - Online

The new eCOS data mapping feature into your LEAP CMS clients means client onboarding just got even faster, easier and more accurate.

Our latest release allows you to populate information directly into LEAP from the eCOS smart forms at the click of a button, so no more manual data checking or inputting. You’ll benefit from faster, more accurate data entry, less errors to reconcile, faster client onboarding overall, and all of this helps you mitigate risk and improve compliance. This is a fantastic addition to an onboarding solution that already gives you state of the art digital ID checks, digital client care and TA6 Forms, and excellent client support.

In this 45-minute webinar, Senior eCOS Product Specialist, Mimi Oladapo, will guide you through this latest feature, and provide an overview of eCOS’s multi award-winning onboarding experience. Mimi will be joined by Craig Taylor, Director of Relationship Development from LEAP and Amy Church, Managing Partner at Lucas & Wyllys, who will share their views on this latest update.