Description: Conneqtid is your partner for compliance & CRM solutions. Find out how our workflow management system can help your business.
Conneqtid provides an easy client on-boarding software in accordance with “local” AML regulations. Our streamlined workflow management system provides complete client transaction information and an overview of all documentation. Getting compliant has never been easier!
Agent creates object and adds client’s email address to that object
Client receives a form to fill and upload documents to comply with procedures