At MBS we have helped TCSPs to digitalise their business since 2007. We know TCSPs are under more pressure to change now than ever – so we have partnered with Stonebridge Consulting and developed Excapsula, a suite of integrated business process solutions designed for TCSPs.
The Excapsula business process solutions are ready to be deployed and adapted for your requirements. They are designed to replace existing manual processes.
They are not black-box solutions. They help professionals take informed decisions. Automation focusses on transfer of data out of and into your other systems.
Excapsula includes real-time reporting alongside full audit trails and automated saving to the Laserfiche Document Management System.
MBS is a Quantios Partner: together we offer fully-supported integrations with Quantios Core and NavOne.
These processes help to control the onboarding process
To capture and process due diligence information and supporting documentation
Due diligence processes are also used throughout the client life-cycle
CRS and FATCA are complicated and often end up with one person right up to the filing deadline. By using these processes, you can spread the workload and ensure completion
Using digital controls helps manage cost and ensure effective completion
To ensure completeness and consistency. These processes alos make the admins' work simpler
*These processes may trigger Due Diligence processes
The Compliance function will be involved in many other processes, these are some that are specific to them and Co-Sec
The board meetings process controls everything from booking to minute distribution and actions
Accounts teams love checklists. These are obvious choices for going digital
All processes come with live reports to aid tracking and monitoring
Moving your staff processes onto a digital platform makes sense
These make working at your company much easier and better controlled
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