If you need help with 2Shakes, you can find links to videos and help pages here.
Webinars & Tutorial Videos
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Identity Verification Report
Data Protection & Privacy
Electronic IDV Forms
FAQ
Set up Your Business (Profile)
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Detailed Client Information (Management)
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Integrations:
Sign up a Client
Electronic Signatures
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1-Page PDF Uploads
Refer your Client for Bank Services
Renew Agreements
Identity Verification & Electronic Signing
Manual IDV
PEP Checks
Ongoing Customer Due Diligence (OCDD)
AML Overview
AML Only for a Client
Finding Beneficial Owners
Trusts
Recording Customer Due Diligence and Risk Assessment
Biometric Identity Verification
Enhanced Customer Due Diligence
Audit, Reporting and Statistics
AML Compliance Officer
Storing your AML Programme
2Shakes AML Programme IDV Insert
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