Reduce risk with conflict of interest (COI) disclosure software
Track, manage, and monitor disclosures on an ongoing basis to complete due diligence and protect your organization. Our intuitive platform separates disclosure management from traditional case management to empower employees to report potential conflicts of interest.
Build a Successful Conflict of Interest Management Program
Consolidate Your Disclosures
COI software for conflicts of interest, gifts, travel, entertainment, and questionnaires.
Provide employees with access to maintain their disclosure status at any time, reducing time spent on follow-up.
Gain ethics and compliance team efficiency by eliminating the manual process of managing disclosures.
Gauge real-time disclosure program effectiveness by tracking completion rates, correlation to helpline-reported issues, and more.
International Jeweler Unifies Their Multi-Faceted Code of Conduct
Whether it’s a new Code of Conduct or a GTE disclosures campaign, we can mine that information to see how many disclosures are completed, are still in process, or are ignored by the recipient. It’s a level of insight we haven’t had in the past and is a critical element to making smarter decisions about building our culture of ethics.
Richard Blum, Director of Ethics and Compliance
Streamline the Disclosure Lifecycle
Automate Disclosure Workflows
Leverage smart workflows to simplify the distribution and approval of disclosure questionnaires. Target specific employee groups using integrations with your HR business system, and customize each workflow according to the rules, messages, and reminders that map to your business needs and regulatory requirements. Automatically track completion rates so you only need to step in when action is required.
Prevent Conflicts of Interest
The best way to mitigate risk is to identify and mitigate the risk before it becomes a real issue. Disclosure Management equips ethics and compliance professionals with a dashboard to visualize disclosure information and analyze potential risks to maintain compliance with laws and regulations, and to ensure alignment with your organization’s policies and values.
Maximize Impact with Integrations
Disclosure Management can integrate with your HR software to deliver rules-based campaigns to the right audience at the right time and compare employee activity with actions. Additionally, you can get a full view of campaigns, training, and policies within the context of your comprehensive compliance program.
Get Started with Disclosure Management
Sign up for a demo to learn how you can automate your disclosure process.