Skematic is the first and only workflow management solution and dashboard that pulls together the people, process, and systems that make up firm-wide compliance within financial services firms. 

Skematic provides an integrated platform for Task Management, Case Management, Policies, and Reporting. By bringing the above workflows into a connected framework teams are able to anchor their day-to-day actions to an environment that provides transparency and context to all interested parties. 

Built on current technology, the flexibility of the system enables out-of-the box configurations for small teams all the way to customizing a global compliance footprint across multiple business lines and geographies.

Skematic

Skematic's headquarters in New York, NY, United States

The London office focuses on driving business growth and client relations in the UK market.

London

Charles Steerman

Elizabeth Sullivan

Daniel Stern

Brian Kesselman

This department focuses on managing client relationships and ensuring customer satisfaction through effective account oversight.

Account Management

This department focuses on generating new business opportunities and fostering relationships with potential clients.

Business Development

This department oversees the development and implementation of compliance policies and practices.

Compliance Management

This department focuses on strategic decision-making and overall organizational direction.

Executive Leadership

This department manages external partnerships and oversees legal matters to ensure compliance and strategic collaboration.

Skematic

Org chart

Teams

Account Management

Business Development

Compliance Management

Executive Leadership

Partnerships and Legal

Offices

Skematic

Org chart

Teams

Account Management

Business Development

Compliance Management

Executive Leadership

Partnerships and Legal

Offices

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