Digital Evolve offers a variety of robust Digital Solutions designed to address various business challenges across functions.
Our customers often begin with a single process or solution, but soon recognise the advantages of implementing Digital Evolve throughout their organisation.
A select few of the more popular Solutions that are used across a range of our clients include the following:
Powerful Business Solutions –
ready to go, out of the box
AML / KYC
Digital AML/KYC Solution that can be customised to meet the specific design and policy needs of our clients. Integrated with 3rd party data sources, infused with AI with custom reporting and Dashboards. Customisable Risk Methodology, Periodic Refresh, KYC reporting and Dashboards.
Asset Management
An integrated digital Investor Solution customer with onboarding, compliance services, Investor Portal featuring Investment Subscription, Investor Registers, CRS/FATCA capture and submission, Dashboards and legal agreements.
Corporate Secretarial
Revolutionise your company secretarial workflows with automated solutions for incorporation, share management, director resolutions, financial reporting, accounting, and regulatory submissions.
Compliance and Legal
Compliance and legal operations managed efficiently in our Digital Platform. Key processes such as customer complaints, regulatory reporting, AML/KYC, transaction monitoring, dispute resolution, contract management.
Contract Management
Streamline your contract management with Digital Evolve by digitising, automating, and collaborating effortlessly. Best practice templates built-in. Sign documents digitally and set up automatic renewal notifications.
ESG
Adhering to ESG requirements can be a complex and time-consuming challenge. Our ESG Solution includes customised data collection processes, AI-driven OCR, data consolidation, approval workflows, customisable reporting, and seamless integration with both internal and external systems.
Human Resources
Discover a customised HR solution designed specifically for your organisation that digitises all your HR processes, allowing you to concentrate on enhancing value for your employees. Recruitment, Employee Contracts and Onboarding, to Appraisals, Training and Offboarding and more are all covered.
Procurement
Digital Evolve swiftly and efficiently streamlines the entire Procurement process, allowing the Sourcing and Procurement team to concentrate on valuable “business partnering” tasks rather than administrative duties.
Professional Services
Digitise your customer contracts and engagement letters, client onboarding, electronic workpapers, digital deliverables, integration with government departments for filing, project manage team activities and progress and resource management.
Project Management
Integrated Project Management Solution with Project Dashboards, Gantt Charts, Resource Management and configurable project templates. Launch projects, allocate tasks to team members, track progress, set budgets, monitor costs, re-allocate work and minimise Project Risks.
Risk and Controls
Manage your organisation's Risks and Control frameworks, ensuring compliance and auditability. Controls Self Assessments, automated control workflows, digital Enterprise Risk Management, Business Continuity, Risk Assessments and more.
Technology
Automate your Technology function’s operational processes with Digital Evolve's IT Service Management capabilities. Ticketing and resolution, user access management, Project Management, asset management, employee onboarding/offboarding.
Human Resources / Workforce Management
The Full Employee Lifecycle is included in Digital Evolve's Human Resource solution
Recruitment
Onboarding & Orientation
Performance & Productivity
Transfer / Relocation
Retention & Development
Exit / Retirement
Job Application Forms, Interview Assessment Forms, Reference Checks and Employee Contracts all available in the platform. Digital workflow approvals to suit your policies
Leavers are easily handled with efficient exit procedures driven automatically, including sign-offs, equipment returns, leaving documentation and tax forms
Staff movements to other locations, departments or entities are easily handled within Digital Evolve. Automated transfers and data population handled directly
Performance Appraisal forms that are tailored to suit your methodology whilst introducing best practices to the process. Bell curve analytics, appraisal score calculations and more are available
Customise onboarding packs, policy acknowledgements, IT equipment assignments, Buddy Checklists, digital declarations signoffs and more
Employee Surveys, wellness programmes, Skills Development, eLearning and more are included to maximise your workforce's capability and minimise turnover
Flexible course creation and delivery
Learning Management Solution
Skills Assessments, training needs identification and Learning Delivery to maximise the potential of your Workforce
Create engaging training with vidoes, audio, presentations
Leverage AI to build content, create tests, organise and coach
Drive compliance with automated training scheduling & tracking
Integrate Assessments & Certifications to the process
Match courses to skills gaps identified through Digital Evolve's skills assessment tool
Learning paths mapped to Roles in your organisation
Import courses and fast-track delivery
Real-time insights and progress tracking
Project Management Solution
Fully integrated Solution for managing Projects and Tasks, with extensive features: Project Dashboards, Reporting, Gantt Charts, Resource Scheduling, Organisation Charts, Workflows and Project Templates
Gantt Charts integrated with Projects and Tasks to show activities, status, progress, allocations, dependencies and more. Dynamically adjust details, drag & drop to update timings and progress
Project Dashboards to initiate from pre-defined Templates with required activities or launch ad-hoc tasks, track progress, assign work, re-assign tasks, update status and progress, set budgets and track costs
Manage your Resources effectively with our integrated Scheduler, which is linked to Projects, Tasks and Gant Chart. Identify available resources, address over-booked staff issues, update bookings, gain visibility across teams and locations and more
Client Onboarding & AML/KYC
Maximise Customer experience while minimising Risks with our Customer Onboarding and KYC Solution.
Ensuring compliance with Anti-money Laundering (AML) and Know Your Client (KYC) regulations is a very daunting and difficult task. With Regulatory inspections becoming more frequent and the size of fines often significant, Financial Institutions must “get this process right”.
Clients can enter information directly
Supporting documentation attached directly
System drives mandatory fields and required attachments
Corporate policies are enforced automatically by the system
Automated completeness checks performed by Digital Evolve
Customer Agreements / Contracts can also be digitised
Customised Portal for Customers to access
Completed documents, communication, attachments etc are available
Customer Agreements and Orders can be viewed and accessed
Customer Experience is maximised with Portals, Smart Digital forms & communication
Direct connectivity to multiple 3rd party Screening Data Sources
Choose the Data Source of your preference
Automated Screening performed for Risks, PEP, Adverse Media and Sanctions
Daily Screening available and automated notifications of issues
Proven Customer Risk Assessment Methodologies are codified and available out of the box for immediate use
Adjust the Scoring for Risk Assessment to match your policy
Risk Ratings and timeframes for Refresh are configurable
Risk Reports produced to support the process and audits
Fully configurable Workflow for approvals
Automated rules for escalations based on Risk levels and other parameters as per your policy
Send for re-work to any level of the workflow
Preview attachments in the platform to facilitate review process
Based on Risk Rating and last approval dates, Periodic Review process is auto-initiated for relevant cases
Periodic Review form is auto-populated with all relevant data
Can send link to Customers to update information, if desired
Digital Smart form drives mandatory completion of fields
Your systems directly updated by Digital Evolve with data
Processes and digital forms can be populated with data from your systems, as needed
Removal of need to re-enter information between systems
Expired Documents automatically triggered to request for updated documents
Customer Master Data and Investor Registers automatically updated and maintained
Audit Trails captured, with digital records, time & date stamps and electronic files
Corporate and Complex Structures handled, with captures of all relevant data and analysis
Customisable Dashboards showing cases, status, workflow details, key info and attachments
Reports, Charts & Analytics is available with real-time data. Fully customisable for your needs
Procurement
Streamline and optimise your Procurement processes, drive cost savings and enhance supplier relationships with Digital Evolve's integrated Procurement Solution
Vendor Portal
Provision of a portal for vendors to access and collaborate with you. Submit bids, track orders, manage documents, complete questionnaires
Digital form to be completed by vendor capturing all relevant details. Approval workflow to onboard the vendor
Identify and assess potential risks relating to suppliers, contracts and procurement processes
Vendor Onboarding
Vendor Risk Management
Purchase Requisition
Purchase Order
Goods Receipt
Contract Management
Spend Management & Analytics
Automated Accounts Payable
Request for Quotation / Proposal
Systems Integration
AI-Powered Decision Making
Messaging & Communication
Document Management & Storage
Customisable Dashboards
Digital Goods Receipt for staff to complete upon the delivery of goods ordered
Creation of digital Purchase Order for provision to vendor. Can be conversion of PR to PO, or creation of PO. Approval workflow included as per policy
Digital templates, invite suppliers to respond, automated comparison of submissions with scoring and rankings. Trigger contracts and populate data
Generate and manage contracts with template libraries and automated clause insertion. Monitor contract performance, renewal dates and compliance
Manage documents, trigger renewals based on expiry dates, provision of storage options with folder access, searchability and controls
Real-time customisable dashboards. Strong visibility, easy monitoring of cases, workflow history, download key documents and forms directly
Leverage AI throughout each process to eliminate effort, provide valuable insights, comparison of RFX responses, scoring, identify risks and more
Automated invoice receipt, 2 or 3 way matching, identification of issues, workflow for approval process, Accounts Payable Dashboard
Creation of Purchase Requisition in the platform. Approval workflow and automated sending to vendor
Powerful analytics to analyse spending patterns and identify opportunities for savings. Real-time reports and charts for supplier metrics and performance
Advanced integration capabilties to connect with ERP, CRMs, vendor systems and data sources. Seamless data flow between systems
In-built messaging capability between vendors, internal users and other third parties. Automated emails and notifications keeps everyone apprised