Case Management, Redefined
As lead compliance officer, Aguardion has changed my daily process for the better. Being able to quickly and easily add participants and track their documentation, as well as record any compliance issues, has allowed me to focus on other aspects of my job that I didn’t have time to before.
I was able to see more and do more with Aguardion.com because of the time it saved me and my team. We were using spreadsheets and CRM and an accounting package to try and track our clients. Now we have our data in one place.
Prior to Aguardion, we had no centralized solution to manage inventory or payments among clients. Aguardion is absolutely a must for any company who’s wishing to take their organization to the next level. It’s the best way to save time on performing simple tasks like payment processing.
Processing cards through the Aguardion system was a big factor in [our] decision to switch. We like that they have an offender portal that allowed people to view their balance and pay online. The color coding [of the financial dashboard] has made it easier to identify clients who need to make a payment.