Effortless Onboarding & AML CDD
May 2021 Update April has been a busy and productive month, with many great things on the horizon for 2Shakes! Find out what you can expect to see in the upcoming weeks. Part 3 of our Trust Blog Series + Upcoming Webinar The final instalment of our three-part blog series is here, covering Trust CDD
Easter 2021 Update How was your month? Over the last year we’ve seen big swings up and down for the sectors our customers operate in. Last month we saw more activity across the board, which hopefully bodes well for the wider economic recovery from covid. As well as supporting all that awesome activity, we’ve had
February 2021 Update We’ve hit the ground running with a busy first few months of 2021! Here’s our 2Shakes February Update on what we’ve been up to and what is coming up for 2Shakes. 2Shakes Website Upgrade The 2Shakes website has recently had an upgrade, and its looking better then ever! The team has worked hard
April Update We hope you and your families are safe and well. Like you, we are doing our best to balance work and home, stay mentally and physically healthy, and be there for family and friends. We’re keeping this month’s update short so we don’t add too much to the many Covid-19 emails you’ll be receiving.
In this update…. OCDD: Ongoing CDD is Live and getting great feedback! PEP Checks for Manual IDV: They’re Live too! ATAINZ Conference: Another great event, this time in Taupo. Xero Practice Manager: Help us improve our time-saving integration. Ongoing Records Management: Adding extra value with Renewals! 2Tips: A couple of tips to make 2Shakes even better for you. Ongoing CDD is Live