Outreach360 webcast demo series

Please join us to learn more about Outreach360 and the implementation of MiFID II.

Outreach360

Outreach360 provides a single standardized and auditable platform to create, manage, send, track and store all counterparty outreach for regulatory, due diligence and data gathering purposed. This platform supports bilateral communication between all counterparties and leverages the rich entity and regulatory data which exists on Counterparty Manager.

Outreach360 allows you to respond to queries from your counterparties by:

  • Providing information
  • Uploading documentation
  • Granting acknowledgement, express consent, or uploading wet signatures
  Webinar topics:
  • Overview of content and campaigns in Outreach360
  • Navigate through the dashboard to view open tasks, statuses, and utilizing filters
  • Correspond with your brokers via guidance and clarification requests
  • Upload documentation and provide responses
  • Understand the audit functionality throughout Outreach360
Tuesday, October 17th
10.00am BST (UK)

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  Tuesday, October 17th
10.00am EST (US)

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Thursday, October 19th
10.00am BST (UK)

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  Tuesday, October 24th
10.00am EST (US)

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Tuesday, October 24th
10.00am BST (UK)

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  Thursday, October 26th
10.00am EST (US)

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Thursday, October 26th
10.00am BST (UK)

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  Tuesday, October 31st
10.00am EST (US)

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Tuesday, October 31st
10.00am BST (UK)

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  Tuesday, November 7th
10.00am EST (US)

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Learn more about Outreach360