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TIQK partners with Captegra

By 27 November 2018 No Comments

TIQK, a RegTech SaaS company based in Sydney, today announced that, in line with their long term strategy of integrating with partners who share their vision, they have signed a commercial agreement with financial services technology provider Captegra.

The agreement allows Captegra users to integrate TIQK’s automated Statement of Advice audit into their advice practice workflows, and ensure that the advice they provide to clients is in their best interest.

TIQK CEO Steve Thomson said “Captegra is the first of our partners to have a fully integrated solution for their clients with TIQK. From today, you can access TIQK from within Captegra, and have all of your audit result data passed back through our API. We are really excited by this partnership and look forward to working with Stephen, his team, and the Captegra ecosystem.”

Captegra CEO Stephen Bell said “We’re excited about the automation that TIQK can bring to AFSL’s and when integrated into Captegra’s workflow engine, we can now automate the audit of advice documents. Imagine the risk mitigation this can now provide to AFSL’s as we can integrate TIQK into on-boarding processes, vetting processes and even random audits. As the TIQK audit results are automatically transferred from TIQK to Captegra, the AFSL can automate other items such as additional training, further audits and a myriad of other options. This is another step towards achieving Captegra’s goal of an automated AFSL.”

As seen on Australian Fintech

 

About Captegra

Captegra provides an AFSL compliance platform with which you can weave a very ecosystem of integrated applications with the goal to automate your AFSL responsibilities. Our predesigned ‘Flows’ are automated workflows that connect apps, tasks and users in a manner that can dramatically increase efficiencies.

Visit www.captegra.com for more information