Snapshot function: the 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.

Summarising key decision moments

From onboarding to offboarding, the Harmoney platform offers a clear summary page of a customer's entire lifecycle. For example, a drop-down menu allows you to view a summary of each key decision point for any customer. After selecting a key decision moment, you’ll get a comprehensive overview of all the relevant data that contributed to that decision.

The data on this overview page in the Harmoney platform are fully configurable and customisable. Organisations can decide for themselves what information they want to display and how it’s presented. Additionally, these overviews can be easily exported as PDFs, making them convenient for different roles within an organisation. Information can easily be shared or saved for future use.