Jacob Benson Email & Phone Number

Changing the way compliance is done Globally.Four Eyes Financial is a pioneering force within wealth management, addressing major challenges that face financial institutions. Our innovative approach increases capacity and reduces costs by leveraging a cloud-native Intelligent Compliance Platform that efficiently gathers data for use across back, mid, and front-office workflows. Empowering wealth management firms to streamline operations by consolidating vendors, minimizing endpoint products, and maximizing both cost and time in the integration of their daily custodial data through a unified platform rather than engaging with multiple vendors.The Intelligent Compliance Platform stands as the only cloud-native solution in Canada and provides a comprehensive suite of services for robust compliance management.Risk 7 | Trade Surveillance & Suitability, KYC & KYP4ms (Forms) | Digital Onboarding & KYC MaintenanceDiscovery Zone | Client Portal The platform allows wealth management firms to exceed current regulatory requirements and be positioned for future challenges with a flexible architecture built for change.

- Answered incoming calls/troubleshooting variety of different products- Provided assistance to customers via chat/email- Monitored Social Media Pages for client (Facebook/Twitter/Instagram)- Helped new agents talk phone calls when they make it to the production floor- Sent daily reports on progress- Quality Assurance on phone calls, providing immediate feedback on calls for new and tenured agents- Watched over production floor