RELATE FOR COMPLIANCE
Proactive Monitoring.
Know who is coming to your sales meetings and marketing events, ensure that appropriate disclosures are always in place and monitor for risks against your code of conduct.
Meeting security and disclosures
Relate’s security settings align with the requirements of your industry regulator in your country. Disclosures are setup at the product level and are delivered standard with every meeting invite. Know who is coming to your meetings. Set the appropriate security gates per your licensing requirements with audit trail.
Support your ESG Policy with data.
At Relate, we stand with the ESG advocates supplying data from your backyard to support your policy. Celebrate responsible transportation decisions with Relate’s tracking of carbon not emitted by meeting virtually. Emphasize the social issues discussed in stakeholder meetings over a review period and report how accessible your management teams have been.
Monitoring discoverable materials
With the emergence of conversational intelligence comes a step change in discoverable material. How are you monitoring that material? Demonstrate to your regulator your proactive approach by using Relate to identify risks against your code of conduct early.
Integrate with your CRM and video communications platform.
Testimonials
“Thank you for making this meeting about me and my agenda”. Investor feedback to a product manager who uses Relate
“My clients are benefiting from frequent meeting access to my experts without having to leave an experience provided by my brand.” Client of Relate.
”Working together to ensure my clients feel like they are in a relationship with the managers of their money, while enhancing my business model – count me in” Wealth manager working with a client of Relate.
