Task Manager

Effortlessly manage internal and external tasks & requests.

At StandardC, we understand your challenges of getting your clients to respond to requests. We also know how challenging it can be to manage your internal teams’ tasks and responsibilities.

Instead of solving these problems separately, we’ve revolutionized this process by integrating task and request management into one - the StandardC Task Manager.

Internal Tasks

Simplify internal task management for due diligence, underwriting, onboarding, and monitoring including:

  • Delegate tasks to one or multiple team members

  • Schedule one-time and recurring tasks

  • Log internal comments and due diligence

  • Monitor due dates

  • Send reminders

External Requests & Tasks

  • Assign external tasks to customers

  • Set due dates & reminders

  • Schedule recurring compliance requests

  • Request documents

  • Request information and letters of explanation

  • Log internal due diligence with each request/ticket

Reduce customer delays and accelerate onboarding with StandardC’s Task Manager. This includes:

Task Tracking & Reporting

Provide your teams with transparency and visibility of all internal/external tasks within a single dashboard, including:

  • Streamline risk management

  • Generate Reports

  • Track KPIs

  • Ensure compliance with policy & procedures

  • Simply audits, exams and oversight

StandardC UCM Modules

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Lets Get Started.

Want to learn more? Schedule a demo with one of our experts.