Gain a competitive advantage streamline and automate compliance with TrustLayer. We make it easy to track third-party compliance and decrease risk.
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The onboarding process begins with a kick-off call where key stakeholders are introduced and your TrustLayer Customer Success Manager learns more about your business. During the call, pertinent details about the implementation will be discussed such as: Number of parties to be tracked, insurance requirements, and other aspects about the business.
If document migration is required, TrustLayer will upload the provided data onto the platform during the data import phase; which will be confirmed on the Data Approval Call. Once all the data is uploaded and approved, full platform training for all necessary staff will take place. When your team is ready, a Go Live call will end the onboarding process.