We’re pleased to unveil a significant enhancement to our SM&CR (Senior Managers and Certification Regime) suite: a fully customisable CAS (Competent Adviser Status) workflow. This update brings unparalleled flexibility and precision to managing adviser status and compliance processes.
What’s New?
Year-Specific Separation:
Easily differentiate and track processes by year, providing greater clarity and improved organisation.
Customisable Workflow Steps:
Adapt every step of the CAS process to fit your unique requirements, ensuring it aligns perfectly with your operational needs.
Additionally, this customisation capability has been extended to the Onboarding and Leavers sections within the SM&CR module, providing even more flexibility and control.
These enhancements make it easier than ever to mould the CAS workflow to your preference, streamlining your compliance journey and ensuring you remain in control at every stage.
Discover the benefits today! Book a demo to see how our updated CAS workflow can transform your SM&CR processes.
Compliance tailored to you.