InfoTrack announces its list of webinars for the first half of June 2023
InfoTrack has announced the latest list of webinars that are scheduled to take place throughout the first half of June 2023.
Commercial Real Estate: Core ESG and Climate change
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- Date: 7 June 2023
- Time: 2:00 p.m.
- Duration: 1 hour
- Content:
ESG (environmental, social, governance) is creating new risks and opportunities for all sectors of our economy, including commercial property and law. We now have ESG ratings, ESG funds, ESG laws and ESG lawyers.
Law firms are increasingly having to demonstrate their ESG policies and credentials to bid for work and remain on panels. Perhaps the most critical of all ESG risks is climate change because it is an existential risk.
Businesses that fail to understand its impact on asset value – estimated by the Bank of England to exceed £525bn by 2050 – are taking an unnecessary risk. Lawyers that fail to warn their clients about climate risk are falling short of their professional duties with potentially serious consequences.
Stephen Sykes, Head of Climate, Environmental and Sustainability at Capital Law and Member of the City of London Law Society’s new ESG Group, will explain the relationship between climate and ESG. He will also address what lawyers should be doing to comply with the Law Society’s new climate guidance.
He will be joined by Andrew Crawshaw, Senior Account Manager from Groundsure, and together they will discuss:
* understanding climate change
* why climate change matters to commercial real estate businesses
* how to discharge your climate legal duties
* introducing climate searches – ClimateIndexTM
* what the future looks like
Friday afternoon fraud: Protect your clients with Confirmly
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- Date: 8 June 2023
- Time: 11:00 a.m.
- Duration: 1 hour
- Content:
Join us on Thursday, 8 June, to learn how best to protect your clients from ‘Friday afternoon fraud’ with Confirmly, LMS’ secure identity-checking solution. Harnessing Panel Link data, Confirmly verifies a firm’s bank details and summarises legitimacy in seconds, allowing you to carry out due diligence and mitigate risk with ease.
In this session, we’ll go through:
* How to interpret Confirmly results
* How Confirmly supports you in exceeding compliance obligations, aiding PII renewal
* LMS’ future plans to return search results even faster
eCOS: Speedy ordering, faster onboarding
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- Date: 12 June 2023
- Time: 11:00 a.m.
- Duration: 1 hour
- Content:
This webinar will explore how onboarding your clients through InfoTrack’s eCOS (electronic client onboarding solution) can save fee earners and clients time.
Join us at 11:00 am to discover the advantages of features like:
* Remote ID verification through biometric / RFID document checks
* More accurate, 5th directive-compliant AML checks leveraging open banking and multiple official data sources
* Pre-population and cross-checking of key data from VoI / AML results with relevant documents across the rest of the conveyancing journey
Property Report: Ensure compliance and reduce risk
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- Date: 13 June 2023
- Time: 11:00 a.m.
- Duration: 1 hour
- Content:
How do you stay up to date on constantly changing guidance on where and when to advise clients and maintain your firm’s compliance?
During this 30-minute webinar, we’ll demonstrate how InfoTrack’s award-winning solution not only simplifies and standardises the creation of your Reports on Title but supports your firm in understanding and fulfilling your responsibilities with regard to:
* Adherence to the SRA Principles
* Law Society best practice and the Conveyancing Protocol
* Navigating areas of high-risk litigation
eCOS and Perfect Portal – The Complete Onboarding Solution
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- Date: 13 June 2023
- Time: 2:00 p.m.
- Duration: 1 hour
- Content:
Client onboarding is critical to starting strong relationships, gathering the information you need efficiently, and ensuring you meet your KYC and AML requirements.
eCOS from InfoTrack is one simple platform, for both you and your clients, that includes matter specific client questionnaires, digital ID and AML checks, and Source of Funds and Wealth information gathering.
We’ll be joined by Rob Lawson, Strategic Sales Manager from Perfect Portal on Tuesday, 13 June, to explore the full range of digital onboarding features, to allow your firm to exceed client expectations, whilst keeping all case details in one centralised place, including how eCOS:
* allows you to extract the client’s information directly from their identity document
* checks ID and PEP / Sanctions status against 12 official datasets
* complies with the latest EU 5th Directive requirements
* is HMRC Safe Harbour compliant
* provides ongoing monitoring and alerts for 12 months
CQS Compliance and Post-Completion
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- Date: 14 June 2023
- Time: 11:00 a.m.
- Duration: 1 hour
- Content:
Managing post-completion through InfoTrack not only speeds up the application process for AP1s, it also adds compliance safeguards by automating key processes and minimising the risk of human error.
Join us as we explore how InfoTrack helps mitigate risk and improve CQS compliance through:
* Automatic population of data into AP1s
* Auto attachment of SDLTs
* Visibility of the status of every AP1 your firm has submitted
* Integration with LMS and all major Case Management Systems
Better lender management with LMS & InfoTrack
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- Date: 15 June 2023
- Time: 11:00 a.m.
- Duration: 1 hour
- Content:
On Thursday, 15 June, we’ll explore how to free your fee earners from the arduous, admin-heavy, repetitive task of requesting statements from lenders with InfoTrack’s new Redemption Statement solution powered by LMS.
Join us as we explore:
* How you can now complete a single form and have statements returned by lenders, including NatWest and RBS, instantly.
* The benefits of requesting statements through InfoTrack for you and your clients
* How our integration with LMS empowers you to fulfil your due diligence with ease
* How InfoTrack clients will benefit from LMS’ roadmap for redemption statements
Minimise Risk, and Improve Efficiency in your Real Estate Transactions
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- Date: 16 June 2023
- Time: 11:00 a.m.
- Duration: 1 hour
- Content:
It’s essential to have systems in place that can help you navigate commercial real estate transaction challenges easily.
Join us at 11:00 AM to learn how InfoTrack can provide deep visibility and clear insight across every commercial property transaction.
We’ll cover everything, including:
* Minimising risk with purpose-built dashboards
* Accessing simplified commercial mapping and data layers
* Saving time through bulk submission of OCE and OS Searches
* A single source of truth through integration with your DMS
Kindly shared by InfoTrack
Main article photo courtesy of Pixabay