Workflows

Create automated workflows for any regulatory process. Prioritize and manage with efficiency and ease.

U Reg Workflow Screenshot

How it works

Build your own workflows, as simple or as complicated as they need to be, or use one off-the-shelf.

You have the flexibility to add stages or tasks, from our library or that you create on an ad-hoc basis.
Decide which application the workflow uses, and assign.

Features

Across industries

Workflows Industries

Industries

Asset Management

Trust Services

Fintech

Funds Distributors

Corporates

Security Services

Payment

Banks

Private Equity

Commodities

Workflow example – Onboarding

U Reg Workflow Infographic M
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