Reduction in SAR Management Time
"SARs management is my favorite thing. I’ve always had to file SARs manually, so the ability to have templates set up for me and data pulled in when customers are connected saves our whole team so much time. Before we were manually typing in every box of a SAR, having to log in to the BSA website, and manually submit it. Unit21 has cut out so much wasted time for us.
Using the old way, a SAR would take 90 minutes or more with the narrative. Now we can file a SAR in 20 minutes. That is the biggest time-saver for me because everyone files their own SARs but I have to review all of them. With Unit21, I can be in one system, click on everyone’s SARs, review them and submit. I never had an automated system in any of my previous jobs. There were a lot of manual processes."
Compliance and AML Officer at Bakkt
"I’m the top manager in compliance, and when I first started with the system, I felt like a deer caught in the headlights. We went live and I didn’t know how to get started on a rule. I didn’t know how to create a rule. Then I received excellent training and all kinds of documentation, and I was ready to go. I went from feeling lost to feeling like I was in the know and can manage the system.
Customer service is on top of everything. I don’t have to wait two days to figure out why I’m having an issue. Reps are engaged and reach out to me more than I reach out to them. They are very customer-facing and willing to get their hands dirty. Unit21 asks us if we are having issues, rather than us having to come to them. The customer service is outstanding, and the team is able to answer any question or problem in 10 minutes. We have tons of vendors and I don’t have anyone as responsive.
The other thing I really love is that Unit21 is consistently re-designing the product to be more user-friendly. They take feedback and continuously strive to make changes, adapting their offering based on customer wants and needs, and a lot of companies don’t do this.
Unit21 is truly a blessing and they make my life easier. That’s all I can ask for. The automation is everything I needed, so I’m very happy. I tell my boss we can never get rid of Unit21!"
Recommending Unit21 to Others Is Easy
"If you want a partner who is there for you and one who cares, responds quickly, is on top of it, who makes sure they respond in a timely manner, you want Unit21. If I don’t respond to an email, Customer Support is following up to make sure the solution they proposed to me worked.
I also love the community slack channel and how collaborative it is. All of the different companies who are using it bring ideas to the table. I’ve never seen that before with another vendor. That network of people using the system to get tricks and tips from each other is more valuable than people realize."
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