Out-of-the-box operation

CURO comes equipped with common 3rd-party and Provider data integrations, pre-built and documented workflow processes, pre-built but unbranded document templates and pre-built dashboards and Business Intelligence reports that span all key business areas (marketing and lead generation through to remunerations and compliance). Specifically, these cover most of the important processes and documents that you will need to support your business, i.e.

• New prospect qualification
• KYC
• Making and recording a recommendation
• Implementing advice
• Client reviews
• Automated rebalancing model portfolios