Overcoming Operational Hurdles: Client Perspectives on Documenting CASS Compliance

Explore the primary challenges voiced by firms when it comes to documenting their CASS compliance processes, as shared through discussions with clients. Uncover the complexities of ensuring data accessibility and organisation, crucial in demonstrating and recording compliance efforts. Gain valuable insights into the operational intricacies and the indispensable role of technology solutions in effectively tackling these challenges.