Meeting compliance regulations for AML/KYC while also ensuring new customers have a comfortable experience is one of the main hurdles faced by financial services companies today. New regulations require stringent due diligence procedures thatcustomers can find intrusive and uncomfortable and that companies find tedious with seemingly endless paperwork, attachments, and workflows that are difficult totrack.
Taktikal provides custom online forms that automatically adjust based on customer responses - ensuring all questions relevant to their specific situation are answered and meet the AML/KYC regulations upheld by the company. Authenticated electronic signatures complete and help to streamline the approval process and ensure all necessary parties confirm the document processing.
challenges in the Finance industry
Download our Finance white paper
Read our industry whitepaper to learn how Taktikal can help supercharge your financial onboarding and compliance workflows. Submit a form and you will receive an email with a download link to our White paper in your inbox.