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How Independently Sourced Transactional Data is Saving Time

Webinar Tiles (4)

This webinar features a guest appearance from James McCullough of Harbinson Mulholland, who shares how Circit was implemented at his firm and how it is being used in practice. The session also includes a live demonstration of Circit's Verify product.

You will learn:

  • How Harbinson Mulholland approached the implementation of Circit across their practice
  • How Verifiy provides independent, direct access to client transactional data
  • How much time can be saved by moving away from manually collected bank statements

Watch now!