InfoTrack announces two more webinars for June 2022

InfoTrack announces two more webinars for June 2022 on the subjects of eCOS Onboarding and CQS Core Practice Management Standards.

New: Data from eCOS Onboarding now populated directly into LEAP

Date: 14 June 2022
Time: 12:30 p.m.
Duration: 45 minutes
Details:

The new eCOS data-mapping feature into your LEAP CMS clients means client onboarding just got even faster, easier and more accurate.

Our latest release allows you to populate information directly into LEAP from the eCOS smart forms at the click of a button, so no more manual data-checking or inputting. You’ll benefit from faster, more accurate data entry, fewer errors to reconcile, faster client onboarding overall, and all of this helps you mitigate risk and improve compliance. This is a fantastic addition to an onboarding solution that already gives you state-of-the-art digital ID checks, digital client care and TA6 Forms, and excellent client support.

In this 45-minute webinar, Senior eCOS Product Specialist, Mimi Oladapo, will guide you through this latest feature, and provide an overview of eCOS’s multi-award-winning onboarding experience. Mimi will be joined by Craig Taylor, Director of Relationship Development from LEAP and Amy Church, Managing Partner at Lucas & Wyllys, who will share their views on this latest update.

Register: Book your place to improve your onboarding processes today.

Understanding the CQS Core Practice Management Standards and the impact for conveyancers

Date: 21 June 2022
Time: 09:45 a.m.
Duration: 60 minutes
Details:

Join this 60-minute webinar, where Ian Quayle, Chief Executive of IQ Legal Training, will take us through the recent changes to the CQS Core Practice Management Standards (CPMS). This includes important changes that conveyancers need to be aware of, so Ian will cover:

- - An overview of structure, strategy and people management
  - Data protection compliance
  - Information management and security
  - New requirements for onboarding clients
  - New AML and fraud risk assessments for each matter
  - The need to provide information to the client concerning SDLT
  - New requirements for dealing with lenders and borrowers
  - New requirements for advising on leasehold transactions

Ian will be joined by Lisa Edwards, Northern Sales Manager at InfoTrack, who will discuss how InfoTrack solutions can support your compliance and help you to be more efficient.