Videos

KYC Process - Sysero Workflow Management

Written by Ascertus | Jan 4, 2024 1:39:49 PM

Streamline your KYC process with automation

Legal process automation has become increasingly popular and beneficial to users.  Learn how your firm can augment productivity through automating the Know Your Customer KYC process from client correspondence to creating advanced document and process automation. 

You will be shown how Sysero can automate the AML / KYC process allowing lawyers and accountants to focus on strategic tasks, and less on routine administrative tasks.  Also, we explore how Sysero integrates with internal and external data sources. This session will cover

- How legal professionals can participate in a workflow
- How firms can edit online processes themselves
- Forms design and process flowcharts
- Creating customised client introduction letters and emails
- No-code document and email automation
- Low-code integration with sources such as UK Companies House.


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