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Compliance · 5 min read

Running AML checks without drowning in admin

Risk assessments and ID checks belong inside onboarding, not in a separate folder.

AML fails audits when evidence lives in email threads and shared drives.

Attach the check, the risk assessment and the review date to the client record itself, and set a recurring review task.

The goal is that any partner can answer 'show me the evidence' in under thirty seconds.

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