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Strengthen your conflict of interest disclosure processes
Recurring Alerts
Receive annual email notifications requesting new or updates to past conflict of interest disclosure paperwork.
Custom Forms
Fill out key information in required fields, with responses carried from conflict of interest disclosure cycle to cycle.
Task Notifications
Be notified when you have an outstanding task, or get escalation alerts about high-priority items.
Review and Decide
Assign reviewers to manage conflicts of interest based on employees’ roles and responses.
Role-Based Access
Restrict viewing of documents to only people who need access to them.
Real-Time Dashboards
Track completion of forms, and follow decision-making process on potential COIs.
Search and Reports
Search based on key criteria, and get relevant, timely data by exporting ad hoc reports.
Document Storage
Securely store all documents, including previous records, in one location for convenience.
Real-time dashboards within the Conflict of Interest Management Software give you complete visibility into form completions and the decision-making process for potential conflicts of interest. Need compliance information quickly? Use our powerful search and reporting function to find key information and export timely, relevant reports in seconds. With secure document storage, all records, past and present, are kept in one centralized location for convenient access and management.
Stay ahead of compliance risks with the software offering tailored custom conflict of interest questionnaire solutions to identify potential conflicts early. Our intuitive platform streamlines the creation, distribution, and monitoring of conflict of interest disclosure forms, allowing you to collect essential insights with ease. With easy-to create questionnaires, automated reminders, and advanced reporting, you can ensure regulatory adherence and mitigate organizational risks. Seamless integration with our policy management software allows for efficient tracking and resolution, promoting transparency and ethical decision-making across your organization.
How does your business benefit with conflict of interest software?
Without effective conflict of interest and disclosure software, your organization is left vulnerable in more ways than one. Impermissible gifts, investment interests, familial ties, and legal involvement are a few of the possible conflicts of interest that need to be disclosed appropriately to avoid non-compliance penalties.
Customizable forms allow employees to easily submit relevant information about their relationships or other interests with the organization. These questionnaires provide valuable insights for compliance managers to understand the current status and implications of all possible conflicts of interest. A complete audit trail is maintained during the entire disclosure process for internal and external purposes.
Distributing the COI questionnaire to all employees eliminates the need to individually track down individuals or lose paper surveys in the process. Once these questionnaires are submitted, our disclosure management software notifies the appropriate users of submission and collects the data from each survey. Our advanced real-time dashboards immediately detects any possible conflicts and promptly relate that information to compliance managers. Plus, our software creates an action voting task for managers to review and approve a following course of action.
Our team of conflict of interest experts at ConvergePoint is with you every step of the way to answer questions and provide industry best practices whenever needed. Our Conflict of Interest Software seamlessly migrates your entire Active Directory and gets up and running in a few short days or weeks.
Industries served
Education
Disclose alumni contributions, hiring practices, partnership details, and promotional endeavors.
Manufacturing and Retail Industry
Oversee disclosure conflicts, employee hiring practices, contributions from outside organizations, and legal ties.
Healthcare
Manage conflicts of interest, employee investments, familial ties, and competitor links.
Financial Services and Banking
Supervise stakeholder ties, employee investments, corporate contributions, and political connections.
Insurance and Employee Benefits
View ownership interests from employees, financial contributions, family connections, and legal involvement.
Energy and Utilities
Handle employee connections with board members, corporate gifts, political connections, and environmental regulations.
Transportation
Outline conflict of interest protocols for third-party providers and brokers, upper management, and mitigate driver and pilot COI breaches.