Easy onboarding of your clients
A web platform that is simple to use, yet sophisticated behind the scenes to address complex regulations implementation, such as AML / KYC
Create ‘smart’ customer-facing
Easily incorporate your
legal advisors’ knowledge
Successfully navigate AML/KYC
- An online customer onboarding tool that streamlines the collection of AML/KYC forms.
- Mitigates the risk of user errors and invalid forms.
- Guidance – helpful instructions and relevant examples.
- The output: a validated signed form the requester can use to efficiently meet the regulatory burden.
- Seamless flow of data to the organization’s CRM.
Our key features
- Enabling tool – Clients will effectively complete forms online, instead of undertaking a multiple stages manual process
- Make it yours – incorporate your own branding, logo and corporate colors
- Simplicity – Our platform is extremely user friendly and intuitive
- Secure – Data is encrypted, securely transmitted to clients and deleted from LegalUp’s systems upon request
- Guidance– Providing users with legal tips, examples and a handy dictionary
- Knowledge sharing – Capture, access, re-use and share with clients your legal department’s comments and clarifications
- Responsive – Accessible to desktop users and on-the-go from tablets and mobiles
Request a demo of LegalUp today!