Financial Advisers – Early Adopters

2Shakes for Financial Advisers

Your chance to shape smart NZ tech that works for financial advisers like you!

The amendments to the NZ Financial Services Legislation will ‘raise the bar’ across the financial services industry. 2Shakes wants to work with financial advisers to co-design onboarding tech that will:

Make it easy for you to ‘seal the deal’ by rapidly sending clients a link to complete onboarding
Slickly capture from your client confirmation of the scope of services, fees, consents, authorisations, sign contracts, sign forms, and provide KYC/AML and identity verification information.
Let you securely store client information so it is ready at your finger-tips for renewals, for reporting, for audits.
Get peace of mind, knowing that compliance with government legislation is ‘baked in’ to your process. Ensuring you are following NZ law, and that privacy and security are covered.

How it works

We will meet virtually online so you can work with our software development team to make 2Shakes work for you.

Customised software development is normally prohibitively expensive for smaller businesses. By working with us to co-design the software you get what you need without that cost.

Keen to find out more?

Enter your details on our Sign Up form. We will be in contact with you to have a chat about how it works and tell you more.

Register your interest

About 2Shakes

2Shakes is the number one AML & Onboarding software for NZ Bookkeepers, Tax Agents, Accountants. Since 2016 we have been making it easy for the accounting sector to onboard clients, comply with government regulation and do ID verification.

Read Stuff & Dom Post’s article from back when we started here
Read the Case Study MBIE did on how we use the NZ Business Number here
View how we get authority for advisers to work with ACC here
Find out how Westpac * AOG Innovation fund supported 2Shakes here

Wellington,
New Zealand

Contact Us

info@2shakes.co.nz