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.
The longer EAGLE EYE is utilized, high-risk advisors will automatically be funneled out allowing for heightened supervision. 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.