accounts of the portfolio Processing invoices Data capturing Flight bookings, car hire, ticket purchases
accounts of the portfolio Processing invoices Data capturing Flight bookings, car hire, ticket purchases
criteria set out in the compliance scorecard. Data Capturing: Obtain images and dimensions and capture data
criteria set out in the compliance scorecard. Data Capturing: Obtain images and dimensions and capture data
Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between