{"id":15165,"date":"2024-01-09T17:17:07","date_gmt":"2024-01-09T14:17:07","guid":{"rendered":"https:\/\/effect.gr\/?page_id=15165"},"modified":"2024-02-02T13:36:49","modified_gmt":"2024-02-02T10:36:49","slug":"to-do-l","status":"publish","type":"page","link":"https:\/\/effect.gr\/en\/fund-management-administration-ta\/to-do-l\/","title":{"rendered":"To Do"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><div id=\"to_do\" data-vc-full-width=\"true\" data-vc-full-width-init=\"false\" class=\"vc_row wpb_row vc_row-fluid vc_custom_1706865680487 vc_custom_1706865680488 vc_custom_1706865680489 vc_row-has-fill vc_row-has-padding-top vc_row-has-padding-bottom vc_row-bg-position-top\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><header class=\"kd-section-title col-lg-12 text-center\" ><h2 class=\"kd-main-title separator_off\" style=\"color: #ffffff;\">TO DO<\/h2><\/header><\/div><\/div><\/div><\/div><div class=\"vc_row-full-width vc_clearfix\"><\/div><div class=\"vc_row wpb_row vc_row-fluid vc_row-bg-position-top\"><div class=\"wpb_column vc_column_container vc_col-sm-8\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"vc_empty_space\"   style=\"height: 32px\"><span class=\"vc_empty_space_inner\"><\/span><\/div><div  class=\"breadcrumbs breadcrumbs-shortcode bcn-left\" typeof=\"BreadcrumbList\" vocab=\"https:\/\/schema.org\/\" ><span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to EFFECT S.A..\" href=\"https:\/\/effect.gr\/en\" class=\"home\" ><span property=\"name\">EFFECT S.A.<\/span><\/a><meta property=\"position\" content=\"1\"><\/span> &gt; <span typeof=\"v:Breadcrumb\"><a rel=\"v:url\" property=\"v:title\" title=\"Go to NEWS.\" href=\"https:\/\/effect.gr\/en\/news-2\/\" class=\"post-root post post-post\">NEWS<\/a><\/span><\/div><div class=\"vc_empty_space\"   style=\"height: 32px\"><span class=\"vc_empty_space_inner\"><\/span><\/div>\n\t<div class=\"wpb_text_column wpb_content_element\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<h4>Welcome screen<\/h4>\n<h5>Through the \u201cWelcome Screen\u201d FIN\/S offers a unified overview of the daily tasks, alerts or upcoming events, with a friendly and understandable way. So the Relationship Managers (RMs) and the Advisors can monitor and manage the needs and requirements of customers, to determine priorities, to plan and organize activities and events, to view and manage all the actions (e.x. approval Prompt, or any loose ends (e.x. overdue documents) related to portfolios and clients.<\/h5>\n<h5>Except from the daily notifications, alerts, activities, etc., Relationship Managers and Advisors can also monitor tasks that are overdue, or have been completed within the previous month, or have a due date in the future.<\/h5>\n<h4>My Day \u2013 Scheduler<\/h4>\n<h5>FIN\/S organizes the daily tasks of the stuff (Relationship Managers, Investment Advisors, middle &amp; back office personnel), so that they are able to increase productivity and provide higher quality services to their clients.<\/h5>\n<h5>Users have the ability to monitor and manage their tasks. All actions are recorded, while for management purposes, a report is generated with all corresponding information.<\/h5>\n<h5>Tasks are automatically created \/ updated through procedures and processes, and then are grouped, leveraging a simple and straightforward management.<\/h5>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><div class=\"wpb_column vc_column_container vc_col-sm-4\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"vc_empty_space\"   style=\"height: 32px\"><span class=\"vc_empty_space_inner\"><\/span><\/div><div class=\"vc_empty_space\"   style=\"height: 40px\"><span class=\"vc_empty_space_inner\"><\/span><\/div>\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_right\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" data-vc-zoom=\"https:\/\/effect.gr\/wp-content\/uploads\/2023\/07\/todo.png\" width=\"648\" height=\"1024\" src=\"https:\/\/effect.gr\/wp-content\/uploads\/2023\/07\/todo.png\" class=\"vc_single_image-img attachment-full\" alt=\"\" title=\"todo\" srcset=\"https:\/\/effect.gr\/wp-content\/uploads\/2023\/07\/todo.png 648w, https:\/\/effect.gr\/wp-content\/uploads\/2023\/07\/todo-190x300.png 190w\" sizes=\"auto, (max-width: 648px) 100vw, 648px\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n<\/div><\/div><\/div><\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"TO DOEFFECT S.A. &gt; NEWS \u039f\u03b8\u03cc\u03bd\u03b7 [...]","protected":false},"author":1,"featured_media":0,"parent":15158,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_wp_rev_ctl_limit":""},"class_list":["post-15165","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.2 - 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