Submit requests, approve in stages and escalate - with conditions and a complete audit trail, instead of email chains. One clearly guided process with an unambiguous status.
The problem
As long as approvals sit in email chains and individual inboxes,
you lose the overview - and the evidence when an audit comes.
Approvals get stuck in email chains and individual inboxes.
The status is rarely clear, and proof is scattered.
Escalation and follow-up happen manually.
When an audit comes, the complete proof is missing.
The approval flow
Five steps, one flow - with rules, escalation and a complete audit trail. Click through.
In the designer
Assemble the request, conditions and multi-stage approvals by drag-and-drop - signatories and order included.
The first applicant is hereby granted the authority to make all investment decisions concerning the joint account / securities account alone:
Where ongoing asset management relates to a joint account / securities account with several authorised persons, we are under a regulatory obligation to determine from which specific person we should collect the client data.
Based on this designation, we will only ask the aforementioned person about their investment objectives, their knowledge and experience in securities transactions, and their financial circumstances, and use these as the basis for our suitability assessment.
Note: With this designation, the aforementioned person receives sole power of representation and thus the ability to decide alone.
Core features
Serial or parallel, any number of stages - exactly as your process requires.
By amount, type, department and more - the request automatically takes the right path.
Reminders and forwarding on delay - no request gets left behind.
Every decision time-stamped - traceable any time and audit-proof.
Handover of the documented approval into ERP, finance or line-of-business systems.
AI-assisted building
Describe rules, conditions and dependencies in your own words - the AI builds the matching function in your workflow.
Scenarios
Set it up once, adapt it per process - across every department.
Purchase and supplier approvals - cleanly documented.
Invoice and budget approvals with clear threshold logic.
Travel expense, leave and personnel requests under control.
Document and compliance approvals with proof.
Steer sign-offs and change approvals traceably.
