Compliance

AXLR8 Cyber Essentials for 2023-4

AXLR8 Cyber Essentials for 2023-4

Rick Marengo

We have just passed the Montpellier level assessment for Cyber Essentials and we are preparing for the AXLR8 Cyber Essentials Plus audit in January. Thanks again to Right Cue and IASME. This exercise is always encourages thought about our cyber security and is a springboard for the internal trainings and audits for the rest of the year.

Between now and January we are doing our annual Penetration Testing exercise. This is involves attempted hacking by skilled consultants and many vulnerability tests and infrastructure and code reviews.

AXLR8 Cyber Essentials

Charlotte Riches

We are excited to announce that we have passed our assessment for the current Cyber Essentials again this year! In November 2021 we are returning to Penetration Testing to update findings from 2020 from an outside expert party. In December 2021 we will be audited for Cyber Essentials Plus.

We can highly recommend the detailed, professional prompt and practical approach of RightCue Assurance who led us through the process once again. Thanks!

With their help we are now preparing for Cyber Essentials + in the next two months.

#cybersecurity#datasecurity#GPDR#cyberessentials#completedproject#compliance#IASMEconsortium

GDPR references

Rick Marengo

This link is the official UK Information Commissioner’s Office website and the pages of content are

  • the authoritative source and
  • clearly explained.

The fines associated with General Data Protection Regulations which come in on 25th May 2018 are huge.  None of us can afford 4% of turnover.  The reputation damage to your business would be much higher.

Just like you, AXLR8 have beeen burning hard earned reserve cash preparing for GDPR on top of our Penetration Testing, Vulnerability Scanning and the resulting remediation action plans.

Many people are claiming to help you with GDPR if you pay them money.  If, like of most of our clients, have more sense than money and some basic legal IT understanding, you should visit this ICO link.  It is the official UK Information Commissioner’s Office website and the pages of content are authoritative and clearly explained.  All you need to know is that you are the “Data Controller” and AXLR8 is your “Data Processor”.  Obviously, if you have in house systems as well, you are both DC and DP for those systems.

If you have any queries about the matter, please do not hestitate to call and book a (free) call with one of our consultants.  “A stitch in time…..”

 

AXLR8 Commercial Asset Finance V4.0 launches

Rick Marengo

Version 4 of the AXLR8 Commercial Asset Finance offering is now available.

What’s new?  The system is GDPR compliant.

It now includes compatibility with:

  • AXLR8 Trigaware: which automates alerts and messages for end of funding period and other actions.
  • AXLR8 Exchange Vault: which automatically stores proposal and client email traffic in the correct places by using the client email address and, if relevant, to a quote or proposal, using the funding opportunity (also called “finance requirement” or “funding requirement”) reference in the email subject line.  This is an invaluable tool for both client service and relationship building as well as compliance audit transparency.  All the email correspondence for contacts from funders, suppliers, clients and others may be found in their file and likewise, all the correspondence for a quote or funding proposal may be found quickly with that funding requirement’s record.
  • AXLR8 Mailing Manager: this includes AXLR8 Newsletter Builder which is an effective tool for new business sales as well as keeping clients informed of news and developments at your company.  It also has extensive mail merge capability so that it can produce contracts for clients or employees and many other forms of correspondence.  In more advanced forms, the AXLR8 Mailmerge system can merge context specific information into one or more funding proposals documents including:
    • Funder Details
    • Client Details
    • Equipment Supplier Details
    • client bank, accountant, and other details from KYC and profiling (e.g. length of time at residence and home ownership  and unlimited other profiling information).
    • Equipment details
    • Background information and funding  business case.
    • Financial parameters such as equipment costs, advances and all the other data required for any funder’s decision.
  • AXLR8 Report Builder:  This allows the creation of reports on the fly and the creation of ad hoc operational data queries.  These may be combined and the data can be exported to other systems & tools.  Thus, the requirements for compliance reporting (e.g. Gabriel reporting) or funder reports, supplier reports, sales commission calculations are all avaialbe with a few clicks.

…..and many other AXLR8 modules.  The system parameters, vocabulary, labels, statuses, profiles and menus can be updated by the your superuser without expensive programmer intervention.

Cassiopae Freehand

AXLR8 have also been working with Cassiopae UK behind the scenes to integrate Cassiopae’s market leading Freehand quotation software in to our AXLR8 proposal management system for Commercial Asset Finance Intermediaries.

 

Is it compatible with my system and do I need to ugrade?  It is based on the AXLR8 CRM (Dragon release and above.  Those clients still using the previous version on Cobra releases have been contacted about options, dates and plans for upgrading.

AXLR8 Dragon version 3.5 rolling out across European Clients

Rick Marengo

AXLR8 Dragon V3.5 is rolling out across Europe with hundreds of new features.

  • New user interface with slide-icons.
  • New versions of Newsletter Builder, Reports Builder 9, Questionnaire Builder and forecast, quoitations and invoicing.
  • New event creation process
  • New Staff  Portal
  • New Client Portal
  • New Asset Management version

Plus several hundered important updates and fixes.