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What is Navantis Compliance and Commitment Management?

Failing to adequately address compliance and obligations can result in a range of consequences for organizations, some of which may go beyond mere financial impacts. Adopting a proactive stance in monitoring and managing commitments is vital, ensuring that all internal and external audit requirements are met efficiently. Companies should aim to create a unified perspective on all activities related to regulatory compliance, spanning various departments. It is essential to maintain a precise and updated inventory of commitments to stakeholders, along with the associated activities linked to these commitments. Keeping both internal and external stakeholders well-informed on a regular basis is important, and providing them with access to necessary information through self-service portals on the extranet can be beneficial. Furthermore, aligning business processes and compliance documentation through an integrated records management system is key. To support these efforts, Navantis has established a strong framework that employs Microsoft Dynamics CRM, allowing organizations to effectively manage and track engagements with key stakeholders at multiple levels, including individuals, communities, and projects, thereby enhancing accountability and engagement. This holistic strategy not only promotes transparency but also cultivates trust among all involved parties, ultimately leading to better organizational cohesion. Additionally, ongoing evaluation and adjustment of compliance strategies will ensure that businesses remain agile in the face of evolving regulations and stakeholder expectations.

What is Cyfeon?

Cyfeon provides a variety of specialized solutions aimed at helping businesses in the financial services, communications, and energy industries automate critical operational processes while boosting their profitability. Their Commission and Revenue Share Management system effectively automates and enforces contract provisions, fees, taxes, and payments with precision and timeliness based on established rules, while carefully monitoring workflows and validating approvals to guarantee accurate payments to both internal stakeholders and external entities, alongside the prompt collection of franchise fees. Furthermore, the Control Room solution facilitates regulatory compliance by automating the oversight of watch-lists, research processes, external trading activities, FINRA submissions, ad hoc reporting, audit trails, and tracking of corporate actions, all integrated within a unified Compliance Dashboard. This holistic strategy not only optimizes operational efficiency but also ensures that firms stay aligned with changing regulatory demands. By leveraging these advanced tools, businesses can focus more on strategic initiatives rather than getting bogged down by administrative tasks.

Media

Media

No images available

Integrations Supported

Microsoft Dynamics 365

Integrations Supported

Microsoft Dynamics 365

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Navantis

Company Website

www.navantis.com

Company Facts

Organization Name

Cyfeon

Date Founded

2011

Company Location

United States

Company Website

www.cyfeon.com

Categories and Features

Association Management

Chapter Management
Committee Management
Dues Management
Election Management
Email Marketing
Event Management
Financial Management
Fundraising Management
Jobs Board
Member Communities
Member Directory
Member Portal
Membership Management
Website Management

Categories and Features

Complaint Management

Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring
Survey Management

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