Omnitrack has released a powerful new feature: customisable buttons. This new feature takes flexibility for your workflows to the next level. Custom buttons allow you to add your own action buttons, with your own wording and colours, at each stage. Instead of just the generic ‘Submit’ or ‘Save’ buttons, you can now add buttons to look, say and do whatever you want them to. 

This new feature gives the admin a lot more choices in terms of what they can do as a next step for the submission. With this no-code software, you can build the workflow exactly the way you want.

When you use this feature, you can customise any workflow with action buttons. 

How does it work?

Once a custom button has been created, instead of the regular “submit” button users see at the bottom of most forms, they’ll see the customisable button instead.

As the administrator, you can decide how the button will look, what it will say on it, and what will happen when a user clicks the button.

How do custom buttons work?

  • For any form, go into edit form
  • Click on automations
  • Click on “custom buttons”. When you do that, you’ll see a list of existing buttons plus any custom buttons that you’ve already created. There you’ll also find all the information about the buttons; i.e, their name, what they looks like, which forms they displays on, which statuses they display in, and any automations that are associated with the button. You’ll also see whether the button is “system” or “custom”. 
  • To add a new custom button, press “add custom button” in the top right. 
  • Select if you want the button to display on the end user form, or admin form. 
  • Choose what you want to display this button for, write a label for the button, and choose a color for the button, and whether you want the button to be filled or outlined. 
  • You’ll be able to see a preview of the button on the left.
  • That’s it! When you go back to the form, you’ll see your custom button appearing at the end of the form.

Say goodbye to fragmented processes and manage all your filing obligations with Omnitrack

Omnitrack is a powerful yet flexible data collection and reporting tool. Its established use cases include an AML client onboarding workflow, a gift and hospitality register, and a GDPR compliance suite. VinciWorks has also recently launched the Omnitrack Filing Calendar, which means you can now use one system to track all filing obligations, send reminder notifications and upload documents evidencing compliance. 

Before we take a closer look at the Omnitrack Filing Calendar and one of its template workflows, this blog will outline some of the key challenges compliance staff face when managing filing obligations. 

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Brave, engaging films for inclusion, leadership and teamwork

We are excited to announce that Skill Boosters, the leading e-learning filmmaker, has been acquired by Marlowe PLC and will continue to grow under the VinciWorks brand.

Founded by Bryan De’Ath, an accomplished filmmaker with over 30 years of experience, Skill Boosters brings film and television production values to the world of e-learning. Its cinematic courses embed learners in relatable workplace situations with commentary from industry experts. The acquisition also allows VinciWorks to benefit from the expertise of Skill Boosters’ Senior Account Director Peter Thorpe, who has over 20 years of experience in the Learning & Development industry.

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A recent report estimated that 27.7m UK adults could be considered to be living in vulnerable circumstances, an increase of 15% in just a few months, with 2021 expected to show a further increase. This equates to 53% of the UK adult population – i.e., more than half.

Who are the vulnerable customers?

A vulnerable customer is someone who, due to their personal circumstances, is especially susceptible to harm, particularly when a firm is not acting with appropriate levels of care. 

The FCA expects firms to demonstrate how they are ensuring vulnerable customers are treated fairly. This includes recording and monitoring to ensure the service provided to vulnerable customers is as good as those provided to other customers.

What is a vulnerable customer example?

Being vulnerable is not necessarily a life-long state: it can be long term, short term, or permanent. Vulnerability drivers could include the following examples:

  • Health – health conditions or illnesses that affect ability to carry out day-to-day tasks.
  • Life events – life events such as bereavement, job loss or relationship breakdown. 
  • Resilience –low ability to withstand financial or emotional shocks. 
  • Capability – low knowledge of financial matters or low confidence in managing money

Who do the FCA consider to be particularly vulnerable?

Certain life events can trigger additional or increasing vulnerabilities. Consumers who already have lower financial literacy or capacity may be even harder hit and unable to manage their finances.

How do you assist vulnerable customers?

You need to understand your customer base and target market so you can correctly identify potentially vulnerable consumers and those who are more likely to require support.

For example, if you advise on pensions or life insurance, your customer base is likely to be older. You must be more alert to signs of illness or disability. 

You must also be aware of how your actions or inactions could increase vulnerability and cause harm. For example, not offering a customer who loses their source of income appropriate forbearance measures could lead to greater stress and anxiety, which in turn leads to the customer taking actions which are more harmful such as borrowing more to cover shortfalls.

The FCA expects your firm to have procedures in place to identify vulnerable customers, including if they access your services digitally, and to know how to respond appropriately.

VinciWorks new course: Vulnerable customers in financial services

Our new course, Vulnerable Clients in Financial Services, teaches users what makes people vulnerable, what the signs and characteristics of vulnerability are in specific target markets and customer bases, and how to provide an appropriate level of care to vulnerable customers.

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As we approach the end of 2021, many organisations will be thinking about appraisals. Whilst employees and management alike may not always look forward to them, appraisals can significantly contribute to success, when done correctly. 

But why stop at reviewing employee performance? Why not consider overhauling your entire appraisal process too? VinciWorks has recently launched the new Omnitrack HR Suite, which includes an employee appraisal solution. The customisable workflow encourages employees to evaluate their performance against company values and goals. Its structure also guides in-person meetings and can be used to record areas for improvement. 

Before looking closer at the Omnitrack appraisal tool features, this blog will outline some objectives of the appraisal process and explain why static forms or spreadsheets are not the answer. 

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Omnitrack’s solution for easy eSignatures

DocuSign, the popular eSignature software that allows organisations to manage electronic agreements, allows users to sign documents anywhere from any device, with no need for overnighting, faxing or waiting. And with encryption and a complete audit trail, it’s more secure than paper!

In our recent update, we have now integrated Omnitrack with DocuSign. This valuable feature will enhance the compliance process in a wide variety of use cases, making signing documents with Omintrack extra smooth.

Add a ‘Sign and Submit’ button to your forms by integrating DocuSign
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The complications of declarations

Many organisations collect data from employees for compliance and regulatory purposes on a regular basis, but current processes and tools have major shortcomings. With current processes, it’s hard to track who has and hasn’t filled out forms, challenging to keep track of forms, especially in large firms, and regarding annual forms or declarations, it’s annoying to have to keep filling out the form again and again, when 95% of the data stays the same.

Our guide to Annual Declarations

Annual declarations dashboard
Our annual declarations tracking tracking dashboard allows admins to get a centralised view of every declaration.

If you are feeling confused about what the best way is to handle annual reporting, we’ve got your back. Our best practice guide to annual declarations tracking is based on our study of the process at tens of firms. The guide introduces readers to Omnitrack’s Annual Compliance Declaration Tracker, which allows compliance managers to easily get all staff on board with annual declarations, ensuring your organisation stays on top of its requirements. Key features of our tracker that are

Click here to access our best practice guide to annual declarations tracking.

Omnitrack’s solution for ongoing monitoring

In our latest Omnitrack update, we have now built automated ongoing monitoring into the system. These automations can be based on the amount of time a submission has been in a specific status or based on the time since it was created or updated. This enables automated reviews of a submission after a period of time for ‘recertification’ or ‘ongoing monitoring’ of compliance.

In this post we will explain why this will be one of the most valuable tools in your customer due diligence (CDD) toolbox.

Are you conducting due diligence correctly?

Identification and Verification

Under the Anti-Money Laundering (AML) and Combating the Financing of Terrorism (CFT) regulations, a process of customer due diligence must be carried out. Fundamentally, this involves two steps: identification and verification. 

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What is a code of conduct?

Every organisation has a code of conduct, but not everyone has bespoke training to cover it. A strong code of conduct is vital for employees to know what is expected of them and a successful code of conduct that is followed by all employees, from leadership to each and every worker, is an important part of building an ethical, inclusive culture at work. But simply reading the code is not enough to ensure that staff understand and remember its contents. For successful implementation to have a chance, training, along with consistent and continued enforcement, updates and improvements are necessary. 

Bespoke code of conduct training

Our code of conduct course is a build-your-own, fully customisable experience that enables organisations to instantly turn their hefty, complex documents into a bespoke interactive course.

Decide everything from course colours and branding to the content in each unit. The exhaustive training library covers all areas of ethics and conduct in depth, leaving you to choose the topics and detail-level relevant to your organisation. You can then modify any words directly on the page to fit your internal terminology. As you modify the course, all of your changes are applied in real time and can be shared with colleagues for approval.

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Code of Conduct: The Challenge

A strong code of conduct is vital for employees to know what is expected of them. A successful code of conduct that is followed by all employees, from leadership to management to each and every worker is an important part of building an ethical, inclusive culture at work.

But an organisation seeking to formulate a successful code of conduct or update an outdated one may quickly run into difficulties. Off-the-shelf training rarely encapsulates the nuances of each individual organisation’s policies and procedures, and write-your-own solutions are cumbersome and time-consuming.

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