eCOS and Perfect Portal – The Complete Onboarding Solution – InfoTrack webinar 13 June 2pm

Client onboarding is critical to starting strong relationships, gathering the information you need efficiently, and ensuring you meet your KYC and AML requirements.

InfoTrack commercial: enhanced data mapping – 23 June 11am

InfoTrack’s commercial solutions now include ForeSite, a mapping solution that grants you access to hundreds of essential data layers to identify and avoid any risks early.

Enhanced verification of funds: Webinar by InfoTrack – 19 June 11am

Join us as we showcase our newly enhanced Verification of Funds (VOF) solution. Learn how Enhanced VOF enables you to complete a full financial picture of your client’s source of funds and source of wealth quickly and easily.

Online training: data analytics and data literacy with Qlik from Catalyst BI on 12-14 September

This blended learning course focuses on data analytics and data literacy, and the effective use in a Qlik Sense application. In addition, students will learn the fundamentals of building Qlik Sense apps, visualisations, and design best practices.

Property Report: Ensure compliance and reduce risk – InfoTrack webinar 13 June 11am

How do you stay up to date on constantly changing guidance on where and when to advise clients and maintain your firm’s compliance?

InfoTrack Commercial: premium portfolio management – 9 June 11am

InfoTrack’s commercial services provide the complete package, including a free portfolio management service, helping you obtain the information needed to complete transactions, while you focus on managing client relationships.

InfoTrack expands national reach with new Leeds offices

InfoTrack has underlined its commitment to growth with the opening of new offices at Brewery Wharf in Leeds this week. The legal technology provider has moved into and refurbished the former studios of Channel 4 News overlooking the river Aire.

EzeScan digital mailroom solution for UK law firms and solicitors

UK law firms and solicitors are embracing digital transformation initiatives to drive operational efficiency and achieve favourable business outcomes.

Hong Tran’s promotion to sales director at Accesspoint

Hong has over 18 years’ experience in the Legal software sector, with specialist knowledge in Legal Practice and Case Management software.

Interview with Beck Roberts before his move to New Zealand for Jayva Global’s expansion

After taking a six-month sabbatical to travel the United Arab Emirates, Australasia and Southeast Asia, Technical Project Manager Beck Roberts has returned from his once-in-a-lifetime trip into the Jayva fold.