Get the full picture of your clients source of funds
- 11-12:00 pm
Struggling with your source of funds process?
Join us to see how our latest updates make it easier to get a clear, complete view of your client’s finances - now with PDF and image statement scanning and improved reporting.
Our product experts will also be on hand for live feedback and a Q&A.
Register to attend
Topics we'll explore include
Source of funds over time
How to use Thirdfort’s source of funds product
NEW feature! Our enhanced SOF analysis report now includes bank statements uploaded as a PDF or image.
The panel
Anna Rasmussen
Product Marketing Manager, Thirdfort
Rosie Hunt
Senior Product Manager, Thirdfort