2 S H A K E S

Effortless Onboarding & AML CDD

Monthly Update

Christmas Update 2021

What a big year it has been! We want to thank everyone who has supported us, and for doing your part for Aotearoa against an unprecedented global pandemic.
We hope you have a great Christmas and New Year with your loved ones, and that you get to take a well-earned break.

Check out our news below, and join us for a look back at 2021:

  • Ongoing CDD release & upcoming webinar
  • Biometric IDV & Training’s new look
  •  2021, a year in review
  • Christmas support info
Meri Kirihimete

Ngā mihi o te Kirihimete me te Tau Hou.

Seasons greetings for Christmas and the New Year.

Ongoing Customer Due Diligence Released

We are stoked to announce our latest Ongoing Customer Due Diligence improvements are now available in 2Shakes!

Following this major update, we are hosting a webinar in February to cover the latest changes and how 2Shakes can help you stay compliant.  

Biometric IDV and Training's New Look

If you have logged into our Training environment over the last couple of weeks, you may have noticed that Training has received a bit of a facelift. We’ve also added a new banner to make it obvious that you’re in Training.

Training environment

Plus, you can now choose and then preview the Biometric ID verification process in Training. If you’re keen to see Biometric IDV from your client’s perspective, try it out in Training and view our Biometric video.

Haven’t got access to Training? Sign up for a Training account today.

Looking back at 2021

It has been a challenging year for the whole planet, and we are really proud our onboarding platform is helping keep businesses like yours thriving and staying compliant even when you can’t meet your customers face to face.  

To think it was only a year ago that we launched Biometric IDV in 2Shakes! Then 6 months later Biometric IDV became our default verification option, in line with the DIA’s updated explanatory note. Here’s a few more 2Shakes highlights to recap the last year.

2Shakes on tour!

The team set up shop at the ATAINZ conference in Wellington, Lawfest in Auckland, and Bookkeepcon in Rotorua where we unveiled our new 2Shakes merch: 2Shakes caps 😎

2Shakes merchandise

Looking back, we were all surprised at how many conferences we were able to attend in person this year! We also had the chance to showcase 2Shakes at the SBA virtual conference and look forward to seeing you all in person next year.

If you haven’t already, you can check out our key takeaways from Lawfest in our blog post.

New team members!

We welcomed Cassidy and Emilie to the 2Shakes family this year. Our latest users may have had the pleasure of meeting Emilie during a 2Shakes demo in Teams. Meanwhile, Cassidy has been hard at work behind the scenes helping develop 2Shakes’ new features, including Ongoing CDD.

2Shakes upgrades!

We kicked off the year by launching our new website, which was really well received. Then over the course of the year the team has worked on lots of new features, big and small, to continually improve 2Shakes for you and your clients. Huge thanks to everyone who used our Referral Programme to let others know about us and help them with onboarding compliance. To keep up with the latest 2Shakes updates, check out our Features and Updates.

And finally, what are we looking forward to most in 2022?

There’s nothing quite like spending time with you, our customers, so we are looking forward to getting to lots of conferences and events, in person and virtual, and seeing you all again!

Here’s a few of our favourite moments from the past year – can you find yourself?

2Shakes Christmas hours

The team will be taking a well-earned break from Friday 24th December – Monday 10th January. During this period, we will have reduced support staff operating, though you can still email us and we’ll help you asap on support@2shakes.co.nz.

2Tips

  • Are you set up to verify NZ Passports in 2Shakes?
    You can verify a client’s Driver License straight away. But if you want them to be able to use their passport instead, make sure you complete the Centrix and DIA forms found in your My Account page and send these through to support@2shakes.co.nz along with your privacy policy. 
  • Ongoing CDD
    For AML in-scope customers you have an ongoing relationship with, use our OCDD features to keep your Due Diligence up to date, and stay compliant.  Check out OCDD here.

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