Assign
One owner per step.
Assign a task to a colleague, or to yourself. It lands in their inbox with the item it belongs to.
Compliance Hub tasks
Every next step has an owner and a due date.
Turn the next step into a task on the item it belongs to. Assign it, give it a due date and a priority, and it shows up in the right inbox.
VL
PEP hit · Viktor LindqvistTasks · 2 open
EvidenceDiscussionTasksAttachmentsHistory
Request proof of addressPriya Halloway · due todayOpen
Check the source of fundsHannah Okoro-Vance · due FridayOpen
Upload the PEP record extractPriya HallowayDone
Task actionsAssign, assign to me, due date, priority, follower, and status.
Watch it work · 0:51
Break the work down. An owner and a date for every step.
Subtasks. Product screens show fictional data.
More films:Act on many at onceQueuesAll films
Where this fits
Every check you run, into one inbox.
Your providers send their results in. Zenoo organises them and puts what needs you in the Inbox. You deal with it, tick it off, and the next one comes in. Pick providers from the Marketplace, or bring your own.
Your checksFrom the Marketplace
My inbox0 done
- Screening hitViktor LindqvistDue 11:00
- Identity card is wrongSergei ValtrovToday
Zenoo suggests. You decide.
The Zenoo way
A better way to get to done.
The old way
- Next steps agreed in a meeting and forgotten
- To-do lists in personal notebooks
- No idea who owns what
The Zenoo way
- Tasks on the item they belong to
- An owner and a due date on each
- Open tasks in the owner's inbox
Why tasks
Every next step, written down and owned.
Track
See what is open, on every case.
Open tasks show on the item and in the owner's inbox. Followers see when they change.
Close
Done means recorded.
When a task is done, who did it and when goes into the case history.
Zenoo AI
The next step, suggested. You decide.
Zenoo suggests a task when something is missing. A person decides whether to add it and who owns it.
The customer has not sent proof of address. Suggest you add a task to request it.case checks
A task is due today and has no owner. Suggest you assign it to Sam Whitlow.team load
All the things
Plus, everything else you would expect.
Assign to meTake a task in one tap.
Due datesEach task can have its own.
PriorityMark what matters most.
FollowersKeep a colleague in the loop.
Sub-tasksBreak a step into smaller ones.
People and companiesKYC and KYB on the same case.
Questions
Tasks questions.
Does this work for KYC and KYB?
Yes. A task can sit on a person's case, a company's case, or one party within a company.
Where do my tasks show up?
In your inbox, with the item each one belongs to.
Can a task have more than one owner?
A task has one owner. Add followers to keep others informed.
Are completed tasks recorded?
Yes. Who completed a task, and when, goes into the case history.
Can a task be overdue?
Yes. Overdue tasks are flagged in the owner's inbox, the same way late items are.
Can I see tasks I gave to other people?
Yes. Waiting on others lists every task and item you handed over.
You
Tomorrow, your case
Bring us a case that went wrong.
We will run it through Zenoo while you watch: the evidence, the decision, and the record your MLRO would want to defend.
30 minutes. Your data. No slides.