Compliance tool
Protect your firm.
Empower your compliance team by giving them full oversight of global expert network usage across all vendors.
Verify every expert interaction.
Full overview.
Keep track of all your projects in an easy-to-use interface. Review expert profiles, biographies and responses to screening questions.
Fully adaptable.
Implement rules and add screening questions according to your firm’s unique compliance protocol.
Full control.
All communication between your team and the expert networks in one place. Plus, get notified when you need to take action.
Flexible setup.
Compliance matters. Inex One offers robust out-of-the-box tools that are quick to set up and easy to use, and that scales with your team.
Control the information.
Inex One's compliance system helps clients avoid soliciting confidential information from experts and to control what, if any, information is shared with experts.
It's the secure and efficient way to keep track of all expert engagements projects and protect your firm.
Compliance at every step
1. A project is created
Your compliance team gets notified on the platform and over email.
2. Compliance team reviews project
In this step, tailored compliance screening questions and rules for automatic approval/rejection of experts can be added.
3. Invite expert networks
The expert networks review the project description and compliance requirements, then start sourcing experts.
4. Review profiles
Set up rules to notify the compliance team when experts that meet a defined set of criteria are added.
5. Approve experts
Calls can be scheduled once an expert has been approved by the compliance team.
An industry leading compliance program.
Our rigorous compliance program ensures confidentiality and safety for all parties. Contact us to learn more.
