Key Platform Capabilities
Harmoney offers an open architecture platform featuring a variety of compelling and customizable functionalities. Discover a few of our favourite Harmoney functions.
Snapshot function: client lifecycle in a flash
In compliance, being able to fully comprehend key decision moments throughout the client lifecycle is paramount. With Harmoney’s snapshot functionality, we offer a customisable summary of all key decisions. This overview improves compliance investigation and escalation, reduces compliance risk, and enhances transparency.
Omnichannel document capturing
Modern regulations require streamlined compliance. Omnichannel document capturing revolutionizes how financial institutions manage compliance, integrating seamlessly with our Harmoney platform for efficient, secure document submissions from various sources.
ESG profiling of your corporate clients
The EU’s Corporate Sustainability Reporting Directive (CSRD) significantly affects the financial sector and emphasises ESG principles. Harmoney’s compliance platform supports this new regulation by incorporating ESG profiling into its questionnaires. Learn more about this feature.