Product Spotlight: Roles and Permissions

Product Spotlight: Roles and Permissions

No matter the size of your organization, account opening and administration often involve several people or even several teams with numerous signatures and reviews. Wealth management data is almost always extremely sensitive.

Mako’s roles and permissions feature allows your administrator to limit which workflows or operations can be seen and actioned based on a role designated to each employee within your firm. Having clearly defined roles with configurable permissions is a powerful compliance tool, providing you with a clear audit path that can be provided to any regulatory body in just a few clicks.

Beyond security and compliance, the roles and permissions feature also enhances operational efficiency. By clearly delineating responsibilities and access rights, bottlenecks in the account opening process are eliminated, enabling tasks to be completed more swiftly and accurately. 

Here is Mako's Product Manager and Designer, Heather Mazzonna, to explain further: 

Technology and Efficiency in Wealth Management

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In Pursuit of Efficiency:

Working with Technology to De-paper Wealth Management Processes

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