Effortless Onboarding & AML CDD
When you log on to 2Shakes you will go to the Dashboard where you will see a table of all the Clients you have put into 2Shakes.
The Dashboard screen allows you to filter, search and drill down into your clients:
Duplicates: If you renew or change a client there can be multiple entries. Filter and sort to see which is the most up to date Version
Outstanding: Use the Status to identify what needs further action.
Renewals: You can sort and filter your clients to identify which need to be renewed.
Client Management: By clicking on a client name you go to their Management page, where you can see more information and carry out additional client actions.