MyCosegic.
A single compliance platform built for control, consistency, and scale.
MyCosegic is the compliance technology platform developed in house by Cosegic to help financial services firms manage regulatory obligations with greater efficiency, stronger governance, and clear auditability.
MyCosegic replaces fragmented tools, spreadsheets, and email-driven processes with a connected compliance operating system where tasks, evidence, workflows, and oversight all live in one place.
What MyCosegic Delivers
Compliance that runs on systems, not people
MyCosegic automates routine compliance activity while maintaining clear ownership, traceability, and accountability.
- One action drives multiple outcomes automatically
- Obligations are tracked centrally
- Evidence and decisions are captured as work happens
- Compliance scales without increasing headcount
MyCosegic Capabilities
MyCosegic is event-driven. When something changes, the platform responds automatically.
- Actions in one module trigger follow-on tasks elsewhere
- Notifications and reminders are automatic
- No manual coordination between teams
Outcome: fewer missed obligations and faster issue resolution.
MyCosegic adapts to how firms operate not the other way around.
- Flexible workflows and rules
- Configurable thresholds and approvals
- Support for proportional, risk-based compliance
- Outcome: compliance that reflects real operating models.
All MyCosegic modules share the same data, workflows, and audit layer.
- Tasks act as the universal action layer
- Documents are shared across workflows
- No duplicated data or disconnected tools
Outcome: a single source of truth with consistent execution.
MyCosegic Modules
Tasks are the central unit of work in MyCosegic, bringing together actions, communication, evidence, and audit history in one place.
Tasks can be created manually or automatically through workflows, with clear instructions, due dates, priorities, and ownership. All discussion, decisions, and supporting evidence are captured within the task itself, creating a complete and defensible record of activity.
– Clear accountability
– No work lost in email
– Strong audit defensibility
The Compliance Calendar provides a single, live view of all compliance obligations across the organisation.
Every task automatically appears in the calendar, giving individuals, teams, and compliance leaders immediate visibility of upcoming deadlines, overdue items, and overall workload. Views adapt based on user role, making oversight simple and transparent.
– Immediate visibility of workload
– Fewer missed deadlines
Structured questionnaires and risk assessments that automatically drive remediation.
– Consistent risk capture
– Clear link between risk and action
Evidence management using metadata, not folders.
– Faster evidence retrieval
– Reduced duplication
– Clear audit trails
Legally meaningful declarations with full traceability.
– Reduced regulatory risk
– Strong legal defensibility
Policies are treated as active compliance controls, not static documents.
– Clear ownership and version control
– Automated reviews, training, and attestations
Built-in compliance training designed specifically for financial services.
– No external LMS
– Reduced admin effort
– Clear training coverage
Structured handling of compliance issues and controls.
– Faster remediation
– Clear accountability
Controlled tracking of submissions and approval of marketing materials.
– Reduced regulatory risk
– Clear, auditable decision records
Consistent handling of PAD, gifts, entertainment, benefits, and political donations.
– Faster approvals
– Reduced conduct risk
– Policy update → Training + Attestation
– Attestation response → Risk + Remediation tasks
– Disclosure submission → Review → Outcome
Fewer manual steps, fewer people involved, faster outcomes.
Why Firms Choose MyCosegic.
Before MyCosegic, compliance is manual, reactive, and heavily dependent on individual knowledge and effort.
After MyCosegic, compliance is automated, consistent, and driven by structured systems rather than people.
That shift reduces operational risk, shortens audit and regulator response times, and allows compliance to scale as the business grows.
E-Learning.
With more than 50 expert-crafted courses, automated tracking, real-time alerts, and full visibility over team progress, MyCosegic E-Learning dramatically simplifies training management. This ensures the right person gets the right training at the right time – without the micromanagement.
