AML Manager Updates

• How to upload client documents from your mobile phone
• Free training
• How to efficiently collect information from your clients

WHAT’S NEW

Add client ID & PoA documents using your mobile

You can now Log into AML Manager using your mobile phone. This allows you to use your camera to capture client ID or Proof of Address documents. This is ideal for receptionists and professionals who visit clients in person.

To learn more, use the drop-down menu beside your AML Manager logon name and click “Get AML Manager on my phone”. There are no additional costs for this service.

DID YOU KNOW

Training on AML Manager is free.

We can demonstrate the best ways to engage with your clients, and how to keep you ready for a practice review.

Free training can help you and your team get the best out of your system and save time. Contact us now at info@firstdd.com

TOP TIP

Obtain client documents more efficiently

For faster document collection, speak with your client before sending them the secure information request link. This makes clients more likely to open the email and provide the required documents straight away. This is a simple and effective practice to make your AML process more efficient.