Regulatory management

Looking to maximize regulatory compliance while effectively managing members?


 
 
 
 

Minimize Costs, modernize, streamline and manage members with ease.

 

How can we help YOU?

Adoxio’s Regulatory Solution leverages the power of Microsoft Dynamics 365 and CRM Portals to help regulatory agencies streamline and automate processes, while modernizing and eliminating legacy systems. Adoxio’s breadth of experience with regulatory agencies, coupled with our deep understanding of Dynamics 365 that extends beyond customization, allows us to focus on our passion – delivering high value solutions to you, by talented people. 

    • Regulatory Compliance Management
    • Member Self-service Portals
    • Membership Relationship Management

Adoxio Regulatory Management Solution

Member Self-service portals

Engage and empower members to increase satisfaction and value.

  • Member community development and engagement
  • Secure and private collaboration space
  • Members only area with tools, forums, social integration and blogs
  • Configurable wizard for guided membership application and renewal
  • Online payment for membership dues
  • Members-only portal, including member forums
  • Self-service member profiling (contact information, interests, invoices, receipts)
  • Historical membership details maintained
  • Member directory
  • Online store (order certificates or other items)

Membership Relationship management (MRM)

Streamline your member management processes to save time and money.

  • Increased efficiency in membership management
  • Manage membership tiers, fees and member profiling and segmentation
  • Obtain a 360 degree view of members and stakeholders in one integrated system
  • Pre-configured application, approval, renewal, suspension and expiry process automation
  • Event and meeting management capabilities 
  • Member segmentation and marketing automation
  • Simplified and targeted member campaigns and communications
  • Public member directory listings
  • Robust data and analytics with PowerBI
  • Social media monitoring with Microsoft Social Listening
  • Surveys and voting
  • Marketing and communications to members

Regulatory Compliance Management

Streamline your regulatory compliance management for improved efficiencies.

  • Robust case management and inquiry capabilities 
  • End to end registrant management from application through to renewals
  • Registrant self-service portal
  • Online applicant processing
  • Member interaction capabilities 
  • Account management
  • Interaction management
  • Complaints management, members or the public can submit complaints or reports of malpractice 
  • Search membership through public register
  • Streamline regulatory compliance
  • Process and manage fee payments 
  • Licensing & license renewals 
  • Committee and meeting management capabilities 
  • Track appeals and decisions
  • Robust reporting and analytics capabilities

View CTCMPAO Case Study

Regulatory Agency Webinar Recording

Do you have Questions? Would you like a Demo? Give us a shout.