SummaTech Lunch & Learn Recap

Last month we hosted our SummaTech Lunch & Learn which included a Compliance Refresher, the Onboarding Process, Portal Features and more. 

Thank you to everyone who attended the session and for the positive feedback. For anyone who missed the session or wants to rewatch any sections, please see the recording here: Lunch and Learn March 2025 

You are able to navigate through the different chapters by clicking the chapters button along the side. 

The timings for the chapters are: 

0:00 – Welcome 

1:35 – Compliance refresher 

8:32 – Onboarding Overview 

15:15 – Other Portal Features, Clients, Users & Permissions 

18:54 – E-sign Demonstration 

23:44 – Summa Tech – Introduction and Features Coming Soon 

35:46 – Q&A 

42:42 – Thank you 

To access the portal, please use the button on the Loop. Portal Guidance documents are found in the AML Compliance folder which is accessible via the Databases button on the Loop. 

If you have any portal queries or issues, please contact the Business Support team on all.staff.business.support@affinia.co.uk 

Thank you, 

Business Support