InsigneoTrainer
Mar. 2023 - Dec. 2024Montevideo, Uruguay• Coordination with stakeholders, AML, KYC, compliance and IT departments to customize new platform to the company best interests.
• Keep track of issues, suggestions, fixes and new implementation to ensure accomplishing milestones and communication across the firm.
• Generate metrics and plan a course of action.
• Assigning task, due dates and follow ups.
• Creation of video tutorials and user manuals customized according to user profile.
• Hosting trainings on account opening and general use of new multicustodian platform for investment profesional as ICs, RIAs and FRIAs.
• Testing and reporting glitches.