Supervising the web just got easier, faster, and more effective with EAGLE EYE'S Risk-Based-Reviews!

​​Some advisors have a large and aggressive web presence, signing up for profiles on websites like Yelp, WalletHub, Investopedia, Alignable, or social media sites like Facebook, Twitter, LinkedIn, or Instagram. While other advisors are more moderate in their approach to advertising and promoting themselves on the web, some will have a small or non-existent presence online.

Supervising the internet activity of advisors can present a significant challenge, given the broad spectrum of risks associated with their web presence. This challenge can be particularly daunting for large firms that need to monitor hundreds to thousands of advisors effectively and efficiently.
​This is why we developed the risk-based approach to our EAGLE EYE workflow processes. With added system intelligence, enhanced lexicon capabilities, system learning, and detailed evaluation of results content, EAGLE EYE automatically discovers your riskiest advisors and focuses your attention to where it’s needed.
What does this mean?
  • Reviewers spend their time supervising those who have a large and riskier web presence.
  • Those with a small or non-existent web presence are still supervised and documented with little to no work involved.
  • One reviewer can supervise hundreds to thousands of advisors in very little time.
The longer EAGLE EYE is utilized, high-risk advisors will automatically be funneled out allowing for heightened supervision. 
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Schedule your personalized EAGLE EYE demonstration and witness firsthand how our Risk-Based Review Process will transform the way you supervise your advisors' internet activity.

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