Clean data. Clear oversight. Stronger compliance for Raymond James.
Krista, See How Glances Can Help Raymond James Strengthen Compliance Without Adding Complexity.
As Vice President, Deputy Chief Compliance Officer at Raymond James, your priorities include risk reduction, audit readiness, and ensuring policy enforcement across every system.
Glances gives Raymond James compliant access to the right data from the right source in real time, reducing errors, simplifying exams, and strengthening trust across your organization.
Glances:
- Strengthens compliance visibility
- Keeps your data clean and audit-ready
- Reduces manual risk across your teams
- Supports faster, smoother exams for Raymond James
One View. Every System.
Glances reduces compliance risk for Raymond James by surfacing real-time, role-based access to live system-of-record data.
- Reduces data discrepancies and regulatory gaps
- Shows live data of record without copies or outdated values
- Supports AML, KYC, CRA, audit logging, and tracking
- Role-based access ensures the right visibility
One View. Every System.
Glances reduces compliance risk for Raymond James by surfacing real-time, role-based access to live system-of-record data.
- Reduces data discrepancies and regulatory gaps at Raymond James
- Shows live data from the system of record without copies or outdated values
- Supports AML, KYC, CRA, audit logging, and exception tracking for Raymond James
- Role-based access ensures the right visibility for Raymond James, without unnecessary exposure
One View. Every System.
Glances reduces compliance risk for Raymond James by surfacing real-time, role-based access to live system-of-record data.
- Reduces data discrepancies and regulatory gaps at Raymond James
- Shows live data from the system of record without copies or outdated values
- Supports AML, KYC, CRA, audit logging, and exception tracking for Raymond James
- Role-based access ensures the right visibility for Raymond James, without unnecessary exposure
One View. Every System.
Glances reduces compliance risk for Raymond James by surfacing real-time, role-based access to live system-of-record data.
- Reduces data discrepancies and regulatory gaps at Raymond James
- Shows live data from the system of record without copies or outdated values
- Supports AML, KYC, CRA, audit logging, and exception tracking for Raymond James
- Role-based access ensures the right visibility for Raymond James, without unnecessary exposure
Secure access, zero extra work.
Glances connects directly to Raymond James’s systems through a secure, no-code overlay, giving your team live access to accurate data without syncing, storage, or compliance risk.
- Patented no-code interface overlay
- No syncing, storage, or replatforming.
- Connects Core, YouConnect, LOS, Outlook, and more
- Launches in 4 to 8 weeks with minimal IT lift from Raymond James
Confidence and clarity for Raymond James.
Glances gives Raymond James the clarity and confidence needed to meet regulatory demands, reduce manual risk, and strengthen trust across the organization.
- Support Audits: Provide you with live data for cleaner audit
- Reduce Risk: Avoid stored data and “rogue” integrations
- Access: Keep your bank's users in system-of-record only
- Reduce Manual Risk: No handoffs, no duplicates at Raymond James
How Glances Can Solve Integration Challenges for Raymond James.
Common Challenge | Glances Solution |
|---|---|
| Fragmented data across systems makes it difficult to prove compliance; need a single source of truth for modernization | Unified, real-time view ensures consistency and reliable access from the system of record |
| Manual processes increase the risk of errors in KYC, AML, and regulatory reporting | Automated, role-based actions reduce duplication and strengthen accuracy |
| Limited audit trails create vulnerability during examinations | Preserves audit-ready trails by surfacing data directly from authoritative sources |
| Siloed platforms slow exception tracking and monitoring | Consolidates insights across LOS, Core, and risk systems for faster detection and resolution |
| Integration projects delay compliance initiatives | Rapid deployment in weeks avoids IT backlogs while ensuring governance requirements are met |
