Quest CE Expands Questionnaire & Disclosure Offerings

MILWAUKEE – November 9, 2020 – Quest CE, premier provider of compliance training and tracking technology solutions, announced today a new disclosure type and questionnaire type for “general” firm information. These two services aim to provide greater flexibility to the data clients’ collect, review, store and track in Quest CE’s compliance management system.

Inspired by client feedback, Quest CE’s new General Questionnaire type allows clients to build and launch their own firm-specific questionnaires from the Quest CE system. This questionnaire type will exist outside of pre-existing products, like the Annual Compliance Questionnaire (ACQ), and can be used to collect all types of data, ranging from security to HR. This service additionally has its own reporting section, to keep data separate from other survey types.

In speaking to clients about the simplicity of the new service, Quest CE’s Account Executive Manager, MacKenzie Nold stated, “If you know how to use Quest CE’s traditional ACQ technology, you’re going to be a pro at this new questionnaire category because it’s going to work essentially the exact same way.”

Similarly, Quest CE also added a new General Disclosure type to create, store and approve/reject firm-specific disclosures in the system. Custom-made categories can be added to the disclosure type dropdown, within a firm’s account, making it easy for firm members to login to the system to submit a pre-approval or notice request.  

“Our goal was to enable compliance professionals with a one-stop-shop to enforce disclosure policies and to track, manage and report disclosures across the company,” said EVP of Sales, Marketing and Online Services, Alex Krenke. We wanted to create something that could be used for anything and everything your firm requires pre-approval on, and the best part is, it works essentially the same way as all our other disclosure services. It features secure technology, advanced reporting functionality, and a comprehensive workflow to track every disclosure being sent through the system.”

Quest CE is also excited to announce that it will soon release an additional standardized disclosure service to the system called, Advertising Review. To learn more about this, or other disclosure tracking services, click here.

If you would like more information or have any questions regarding our new general questionnaire and disclosure tracking services, please contact a Quest CE Sales Executive at 877-593-3366 or e-mail sales@questce.com.

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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 1,000 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.