Your compliance burden isn’t shrinking, but your time is.
Whether you’re trying to offload manual work, accelerate exam readiness, or expand without adding headcount, Comply’s Managed Services can be the multiplier your program needs.
In this session, the Comply team demystifies what Managed Services really look like in action. We’ll cover both sides of the offering – consulting and data services – and show how clients are using them to. If you’ve ever wondered when to bring in backup, this is the session for you.
You’ll walk away understanding:
- What’s included in Managed Services and how they complement the Comply Platform workflows
- How firms move from tech-only to tech and services without losing visibility or accountability
- Why services like broker feed maintenance and manual data entry give you back your autonomy and agency
- Common triggers for outsourcing (exams, growth, gaps, turnover) and how to plan ahead