CASS Director - Resolution Packs

CASS Director - Resolution Packs
Automated and Semi-Automated Client Asset Resolution Pack
Management for CF10a.
Features & Benefits
Organise your content and data under FCA
categories to demonstrate compliance from
the outset
See the status of your complete resolution
pack in seconds with a red-amber-green
dashboard
Assign ownership to colleagues to distribute
the workload of checks and updates
Link documents on your company network,
on a secure private cloud, or sync between
the two
Set attestation frequency per-record to get
automated reminders prior to next check date
Create teams to focus on certain areas to
monitor their upcoming tasks and record
status
Keep an audit of views, updates and previous
versions so you know who changed what and
when
Generate the pack in various formats to suit
your document management system
CASS Director - Resolution Packs
Create & Maintain
Delegate & Monitor
Content & Process
Contact
As the person responsible for your firm’s
There can be dozens of documents,
You know the process is laborious and
Contact Strategic Software Applications
CASS compliance, you’ll know that you must
departments and colleagues that the content
manual, but how do you to get the content,
(SSA) for more information:
produce a resolution pack to satisfy all CASS
of the resolution pack depends on so
process and workflow under control and
Email: info@strategicapps.co.uk
Chapter 10 requirements, update it with in 5
monitoring and co-ordinating the effort can be
vastly reduce the time to create the pack and
Phone: +44 (0) 800 408 3845
working days of any changes, and produce it
a full time job. You may even have individuals
respond to changes?
on demand within tight deadlines.
or teams that spend some or all of their time
Let us introduce SSA CASS RP – the
dedicated to maintaining the resolution pack.
breakthrough CASS Resolution Pack solution.
Your life is about to get easier.