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The Quest CE team has been working hard to spruce up its Branch Audit platform to help deliver a top-notch audit management experience. Before the updates go live, we wanted to give our client’s an exclusive look at the latest enhancements. In our upcoming webinar, Quest CE Account Executive Manager, MacKenzie Lindblom, will showcase the redesigned Branch Audit platform and walk through some of the system’s most notable updates and additions. During this time, we’ll highlight the redesigned audit dashboard, our new “Final Audit Reviewer” role, an enhanced email scheduling feature, and much more! Join the discussion January 27, 2022 at 12PM CT.

AGENDA:

System Styling Overhaul  

  • Updated Dashboard & At-a-glance Reports
  • New Audit Menu Bar Layout
  • Redesigned Post-Audit Dashboard

Questionnaire Management & Reporting Updates

  • New Questionnaire Status Indicator
  • Reassign Pre-Audit User Questionnaires
  • Addition of Several Tracking Reports

Revamped Post-Audit Section

  • New Role: Final Audit Reviewer
  • Ability to Include Post-Audit Supporting Files
  • Review Post-Audit Follow-up Data for Terminated Users

Introducing New Email & Due Date Features

  • New Optional Feature to Schedule Due Dates
  • New Optional Feature to Send/Schedule Email Reminders
  • Branch Audit-Specific Email Management

REGISTER HERE >>

The seat limit per session is 100 participants. The anticipated duration of this webinar is 45 minutes. If you or an associate is unable to attend the webinar but would still like a demonstration/copy of the presentation, please contact us here.

About Quest CE

For over thirty years, Quest CE has been the premier provider of compliance training and tracking solutions to the financial services industry. In addition to offering on-demand insurance and designation continuing education, Quest CE provides a complete spectrum of proprietary technology solutions for managing compliance risk exposures.

Serving more than 2,000 leading insurance carriers, broker-dealers, banks, and other financial institutions, Quest CE is committed to providing advanced custom solutions at cost effective rates, while providing a level of service that greatly surpasses that of our competitors. Quest CE is the single source solution for organizations’ training and compliance needs. For more information on Quest CE, visit www.questce.com.