Organizations that select Secretariat as their entity management solution typically need to proactively track key entity information for easy retrieval; monitor critical events; and receive reminders for important dates and ensure that records are filed, protected, indexed, current, and compliant.
How Secretariat solved similar challenges for our clients
A high priority for the Corporate Secretary is increasing the efficiency of corporate governance compliance tasks in today’s resource-constrained enterprise. Secretariat allows the organization to take control of their entity information and automate many corporate governance tasks to ensure data integrity and meet evolving regulatory requirements with greater ease and confidence.
Read about how the Independent Order of Foresters uses Secretariat to manage its corporate entity records for insurance, retirement and savings operations that serve three million members across the United States, Canada, and the United Kingdom.
Secretariat improves productivity by reducing repeatable, manual work so staff can focus on higher value activities. With secure information sharing and instant access to entity data, work can easily be distributed to regional offices while maintaining central control, giving instant updates to changes in entity information such as officers and structure. Secretariat provides a secure portal for stakeholders across the organization to access entity information according to the company’s specific security requirements.
The tools to help you thrive in challenging situations
Designed with direct input from corporate secretaries, Secretariat simplifies every aspect of managing the legal structure and life of the entire corporate entity. Web-based and easy to use, it simplifies the entire governance workflow.
- Increase operational efficiency by saving staff time processing entity structure maintenance, retrieving records from a searchable source of entity information, and documenting and tracking responses to shareholder inquiries.
- Decrease regulatory risk by filing legal and compliance reports in a cost-effective and timely manner, monitoring critical events related to entities, and receiving reminders for important dates and deadlines.
- Streamline and automate process, including merging entities, drafting concepts, and preparing for annual meeting documents
- Create simple-to-complex hierarchical graphs automatically in Microsoft Visio to leverage Visio’s graphics tools and ease of use.