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MyPlanner | Why we implemented TIQK

 

We recently sat down with MyPlanner’s Head of Compliance, Matt Farley, and talked to him about implementing TIQK to enhance their monitoring and oversight program.

Matt talks about how they have found using TIQK, their on-boarding experience.  How, as a compliance team, they have increased their audit reviews by 380% and advice to other licensees looking at implementing technology to augment their compliance process.