Effortless Onboarding & AML CDD
2Shakes New Features and Updates.
We will email notifications of any functionality updates to account holders via email. We will update our support pages to align with new features and updates. A chronological list of recent significant new features and updates is below. We also include a list of updates in our regular newsletters. You can subscribe to our newsletter here.
May 2021 – Improved CDD & Trust tabs, with new SoW/PoF Checkbox
Dec 2020 – Biometric Identity Verification
May 2020 – Improved Agreement Renewals
April 2020 – Personalised Email Addressing
March 2020 – Improved Search
February 2020 – PEP Checks for Manual IDVs
January 2020 – Ongoing CDD Now in Live, plus Improved AML Statistics
December 2019 – Ongoing CDD in Training
November 2019 – Delete Function & Improved Search and Notifications
July 2019 – AML Statistics Report & Archive
June 2019 – AML Annual Report
April 2019 – IR Changes to 2Shakes
March 2019 – 2Shakes gets a Facelift
The way 2Shakes looks will change with clearer lines and a new palette of colours. Changes you will notice are:
Your Logo – for Your Client
People like entering information online because it is quick & easy. They also want to know its going to the right place. The new look includes showing your company logo on your client’s screen when entering their information online.
January 2019 – AML Only
2Shakes lets you create Agreements, get Authority, and carry out AML Customer Due Diligence (CDD). We have now included the option to just do AML Only (i.e. Customer Die Diligence). AML Only in 2Shakes lets any business carry out CDD – Bookkeepers, Accountants, Real Estate Agents, Lawyers, Financial Advisers, or any other business that needs to conduct CDD.
2Shakes now has a new dashboard, new Start menu for navigation and of course a new, simpler AML flow.
2Shakes is customer driven. We aim to develop the functionality that our customers value the most. If you have a specific need, an interest or a idea for how we can improve 2Shakes. We want to know.
Get in touch and tell us. If your idea or issue is shared by others then we will pop it on our roadmap. We love being able to update 2Shakes in a way that makes your day! While we can’t always every make change that is suggested – we frequently do take on board feedback. Contact us and make a suggestion for any new features and updates you would like.
Got a burning business need? Want to change how 2Shakes works specifically for your company? 2Shakes can work with you to create a bespoke solutions that works just for you. We can take the technical components or 2Shakes and rapidly repurpose them to stich together something that meets your specific business problem or process.
It might be building a specific workflow. Getting consent or authority. Completing forms and electronic signatures. Extracting understanding from NZBN / Companies office data. Or even using biometric or electronic identity verification. We are experts in automation of onboarding flows and Anti Money Laundering. Reach out for a chat (no obligation).
We have created a number of bespoke applications for a range of medium and large businesses. Lets have a chat to discuss what we might do for you.