Kaplan Compliance Solutions Unveils Client Concierge

Publication: Wall Street & Technology
January 28, 2009

As firms grapple with a rapidly changing regulatory environment, Kaplan Compliance Solutions (KCS) unveiled its Client Concierge, which it says will help select clients navigate through compliance requirements. The Concierge interacts with the relevant departments within KCS, monitoring activities related to the client, such as implementations, work orders, support tickets, as well as ensuring that the client is kept informed about product and regulatory changes affecting their business. The Client Concierge will also serve as the client’s point of escalation in the event of a critical business need. It is available as a premium support product for KCS Compliance Management System Generation 2 (CMS G2) customers. “Everyone is looking for ways to be more efficient,” said Lisa Hastings, VP, Client Services, KCS. “While our CMS G2 software solutions have made it possible for clients to streamline their processes, from the initial onboarding process through the entire compliance process, we realized that there was an opportunity to do more by enhancing our customer service offerings. The Client Concierge role provides an additional level of service for select clients whose solutions require a higher level of attention and oversight.”
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