InfoTrack: eCOS – Your complete onboarding solution

21st August 2023 at 11:00 am - Online

Client onboarding is critical to starting strong relationships, gathering the information you need efficiently, and ensuring that you meet your KYC and AML requirements.

Join us on Monday, 17 July, as we demonstrate how eCOS brings all your key onboarding tasks together in one platform that’s simple to use for you and your customers, including:

• Client care letters & terms of business
• Onboarding questionnaires tailored to your matter
• Law Society TA forms
• Verification of Identity (HM Land Registry Safe Harbour)
• AML checks
• Verification of Funds: Source of Funds & Wealth
• Electronic signatures