Workmate gives compliance teams the tools they need to monitor risk, enforce controls, and stay ahead of regulatory requirements. From automated workflows and calendar-based testing to disclosure tracking, surveillance, and regulatory filing support—Workmate centralizes your compliance efforts into one intelligent platform.
Meet Vaso
Workmate unifies account surveillance, branch exams, disclosures, and marketing reviews—so your team can manage everything in one place.
With calendar reminders, approval tracking, and real-time notifications, Workmate ensures nothing falls through the cracks.
Automated audit trails, disclosure tracking, and training logs make regulatory filings and audits seamless, accurate, and stress-free.
Automated workflows and calendar reminders keep your testing programs on track—helping you proactively spot gaps and implement controls
Manage everything from account surveillance and branch exams to registrations, filings, and policy reviews in one secure, auditable platform—built for compliance teams.
Easily manage associate disclosures, training records, and consulting service activity with built-in oversight and real-time tracking that strengthens your audit readiness.
Speed up approvals and maintain compliance with automated workflows, version control, and audit trails for marketing content and advertising campaigns.
Track required training, ensure completion, and document progress with automated reminders and reporting. Keep your team informed, compliant, and audit-ready at every stage.
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Short and to the point description
Short and to the point description
Short and to the point description
At Valcori, we believe the best solutions come from collaboration. Your feedback drives our innovation, ensuring we create tools that truly enhance your financial workflows.
We actively engage with our users to understand their challenges and refine our platform. Your insights shape the future of Valcori’s automation solutions.
Our commitment doesn’t end at launch. We continuously improve and adapt based on your real-world experiences, ensuring Valcori stays ahead of industry demands.
Keep up to date with our latest roadmap features, software updates, tips and best practices, and more.
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