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Strengthen your conflict of interest disclosure processes

Download White Paper - Proactive Conflict Management for a More Ethical Compliant Workplace

  • Simplify COI Management with Custom Forms: COI software captures key details with customizable forms, reducing manual data entry and carrying responses forward for more efficient conflicts of interest management.

  • Automated Alerts for Disclosures: Recurring notifications prompt employees to update their conflict of interest disclosure paperwork annually, preventing missed submissions and keeping records up to date.

  • Centralized COI Management: Managers can access completed disclosure forms and questionnaires in one secure repository, ensuring a structured approach to reviewing and managing COI submissions.

Download Conflict of Interest Disclosure Software Checklist

  • Role-Based Access for Security: COI software restricts document access to authorized personnel, protecting sensitive disclosures and maintaining confidentiality within conflict of interest management workflows.

  • Task Notifications & Escalations: Task notifications alert users of pending disclosures, while COI management software escalates high-priority conflicts to the appropriate compliance team members for review.

  • Smart Review & Approvals: Disclosures are routed based on employee roles and responses, allowing for structured approvals and reducing delays in managing conflicts of interest effectively.

Gain Full Visibility & Control Over Conflict of Interest Management

Free Comprehensive Checklist for Creating an Effective COI Policy and Questionnaire

  • Track & Manage Employee Disclosures: Employees record existing relationships directly in the COI software, giving managers a clearer view of potential conflicts.

  • Real-Time Compliance Oversight: Dashboards track form completions, pending reviews, and resolutions, keeping compliance teams informed and proactive.

  • Quick Search & Instant Reports: The COI management system enables instant access to disclosures, allowing teams to generate reports for audits or risk assessments.

  • Secure & Centralized Document Storage: All past and current conflict of interest disclosures are stored in one place, making retrieval easy for compliance reviews and reporting.

  • Controlled Access for Confidential Records: Role-based permissions ensure only authorized personnel can view sensitive disclosures, reducing data exposure risks.

  • Ongoing Compliance Monitoring: Automated tracking and alerts help compliance teams stay ahead of risks, making conflict of interest management more efficient.

How does businesses benefit with ConvergePoint conflict of interest management software?

coi disclosure software

  • Prevent Compliance Risks: Undisclosed conflicts can lead to penalties. Conflict of interest in management software helps organizations detect risks early and maintain compliance.

  • Simplify COI Disclosures: Custom forms allow employees to report relationships and financial interests accurately, giving compliance teams the insights needed to assess conflicts.

  • Automate COI Questionnaires: The system distributes COI questionnaires, collects responses, and sends alerts, eliminating manual follow-ups and reducing missed disclosures.

  • Real-Time COI Dashboards: Compliance teams track conflicts, review disclosure trends, and take proactive action using real-time dashboards for better conflict management.

  • Streamline Manager Approvals: Managers receive automated tasks for structured conflict reviews, ensuring faster approvals and improved compliance workflows.

  • Easy Integration & Ongoing Support: Seamless Active Directory integration simplifies setup, while expert support ensures smooth implementation of COI management best practices.

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News & Articles

See Our Latest News & Articles

Conflict of Interest Disclosure – 5 Signs of an Effective COI Policy
Conflict Of Interest Disclosures: Five Indicators of an Effective COI Policy
3 Steps to Effectively Manage Conflict of Interest Disclosures
3 Steps to Effectively Manage Conflict of Interest Disclosures
3 Signs Your Employees Don’t Understand Conflict of Interest Disclosure
3 Signs Your Organization Excels at Managing Conflict of Interest Disclosures

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