Automated AFSL Compliance
Uniquely delivered on the world’s leading CRM platform, Salesforce, and aligned to leading compliance providers, Captegra's AFSL Compliance solution will revolutionise your AFSL management.
Monitoring & Supervision
Policies & Procedures
Captegra delivers a uniquely modern technical solution leveraging the best in new development, integration, process control and customer engagement capabilities – all enhanced by the significant investment Salesforce has made in their world-class cloud infrastructure and specialist AI, Analytics and Security frameworks.
Managing an AFSL is hard and it takes more than just 1 application to ensure your success. Which is why we have partnered with industry leading providers to provide you with a complete solution.
Captegra has integrated the solutions of leading compliance experts such as Mills Oakley and Complius to provide a turnkey solution.
Our automation solution has been provided by Hivrs who offer endless integrations and pre-designed workflow templates.
AFSL compliance relies heavily on monitoring the provision of advise which is why we have partnered with Zovanti's Financial Planning solution.
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