Effortless Onboarding & AML CDD
Wow – just like that February 2022 is done! As we move into 2022, this update has some useful information to help you reflect and refocus on your goals for this year.
The new year is a time for growth and renewal. In the same way you do in the vegetable garden, you should ‘plant the seeds’ each year to get growth in your business.
Read our blog explaining a simple but effective way to evaluate clients and focus on the actions to grow your business. The 2Shakes renewal process makes sure you can formally lock in the value to your clients, and make 2022 a fantastic year for your business.
We ran a webinar on how to do Ongoing CDD that covered: