How Does ZeaCAT Work?
ZeaCAT streamlines client onboarding with secure evaluations, risk transparency, and efficient workflows for partners, compliance leads, and auditors.
Client Acceptance
Choose from customizable templates or build your own to match the structure of your client type. Set up compliance-relevant questions from the outset, aligning with firm and industry protocols.
01
Engagement Acceptance
Tailor your questionnaire logic using conditional fields, dynamic follow-ups, and embedded resources. Eliminate guesswork while aligning responses to your internal documentation.
02
Risk Analysis
ZeaCAT applies built-in logic to assess and flag risk levels in real time based on responses. High, Medium, or Low ratings are triggered automatically, helping approvers prioritize reviews with confidence.
03
Approval Process
Submissions are routed through a configurable workflow. Each reviewer and approver sees only the tasks relevant to them, with the ability to approve, request changes, or escalate within their permission level.
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