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In this article we will discuss the Assent App conceptually, as well provide a high-level overview of its functionality. If you're reading this article and you are not already a subscriber to Assent, please view all relevant information relating to the App on our website here. |
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What is the Assent App?
Assent is one of our Opex Apps that leverage the Xeppo data warehouse as a platform. This means the App is able to leverage the CRM data sitting in your Xeppo instance. At its core, the App addresses two challenges for you:
- Ensure required service documents (e.g. FDS, OSA, FTA, product fee consent) are issued to your clients in an accurate and timely manner.
- Track the provision of the underlying services that you have promised to your clients efficiently via defined evidence points.
Standard Opex Agreements
📎 Sample Fixed Term Contract (PDF)