Power Your PBC: Full Oversight, Faster Responses, Fewer Follow-Ups

Presented by: Joanne Hillery (Circit), Roisin Nash (Circit) | Duration: 47:49

This focused webinar tackles the perennial challenge of the Monday morning audit to-do list, showing how a streamlined PBC process can have everything ready for partner or manager review by end of day. It walks through new feature enhancements designed to simplify requests and boost client response rates.

You will learn:

How to transform a chaotic client request list into a structured, manageable PBC workflow
New Circit platform features that simplify the process of tracking client document requests
How to improve client response rates and reduce the volume of follow-up chasing

Watch now!

NCI Business Centre, Mayor Street, IFSC, D1. The CHQ Building. Dublin

Circit Limited is authorised and regulated by the Central Bank of Ireland for the provision of payment services, register reference C176625.
Circit UK Limited is authorised and regulated by the Financial Conduct Authority, for the provision of payment services, register reference 989346.