TARNBROOKFINANCIAL GROUP

Agent catalogue

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Records Assistant

Tarnbrook Financial Group

Active

Reads and annotates client records and initiates transfers under a granted ceiling with a human step at the platform.

RecordsTransfers

Batch Reviewer

Tarnbrook Financial Group

Active

Reviews batches of client records on the workload domain and annotates exceptions.

Records

Analyst Companion

Tarnbrook Financial Group

Active

Assists an analyst at a workstation with reading client records.

RecordsBatch-review