• Two New Tools for Compliance Teamsarrow_forward The Vigilant team is happy to announce two major releases for our political contribution monitoring platform. Standalone searching and enhanced candidate and committee data will help streamline workflows for compliance teams.
  • April 2019 Update: Bulk Exports & Date Limitarrow_forward Bulk Exports In addition to the existing individual export functionality and full platform reports, we have now launched a bulk export function that delivers more flexibility and precision around which records you’d like to pull in an export. For example, if you want to see all records for contributions made this year, select “add all” on the export page and select a contribution date window. Or if you’d like to see all contributions that were recorded in the last quarter from a specific set of employees, you can do that as well. See how here:
  • Potential Pay-to-Play Risks Posed By New Presidential Candidatesarrow_forward The growing field of candidates in the Democratic primary represents increased risk of contributions that violate “pay-to-play” regulations, and thus increased risk to financial institutions serving public sector clients. This is especially relevant this month as Gov. Jay Inslee of Washington becomes the first incumbent governor to launch a 2020 presidential campaign.
  • March 2019 Update: Address Filter And Preclearancearrow_forward Preclearance lists You can now integrate preclearance data into Vigilant. Use the Preclearance tab to add and store contribution requests to the platform, helping keep your workflows streamlined and centralized, and easily share data across the team.
  • January 2019 Update: Company Filtering & Auto-Populate Nicknamesarrow_forward Auto-populate nicknames Adding common nicknames to searches helps ensure you’re not missing any important contributions. When you add or edit an employee, you can now auto-populate common nicknames to be included in your search. You can also remove or edit nicknames that aren’t relevant to your search.
  • December 2018 Update: Custom Statuses and Attachmentsarrow_forward Custom Record Statuses Last month, we launched a feature that allows you to categorize records. We received lots of positive feedback but many customers wanted to be able to further customize statuses. With this update you can now configure your own statuses (up to 5), and customize them to better match your internal workflows and documentation processes.
  • November 2018 Update: Dashboard and Contribution Statuses & Notesarrow_forward Dashboard View Using the new dashboard view, you’re able to see a continuous stream of all the records added to your account across different people and companies, and organize them as needed. You can also use filters to see records detected within the last day, week, or month.
  • October 2018 Update: Jurisdiction Filterarrow_forward Jurisdiction View Vigilant has always allowed you to monitor all of the political contributions made on a name-by-name basis - with data covering all 50 states, major cities and counties, and federal contributions, and updated daily. One frequent request by our users has been for an easy way to look at the contributions in just one jurisdiction. Now, instead of having to pan through a list of employees to see the contributions that might be relevant, you can pull up a jurisdiction easily and see if it contains any relevant contributions for your firm.
  • September 2018 Update: Company Search & Automated Reportingarrow_forward Company Search Vigilant has always allowed you to monitor all of the political contributions made on a name-by-name basis. Now, our platform also allows you to search by employer company names as well.