How ready is your client file?

Eight questions on records, screening and onboarding. Your score, and what to fix first, at the end.

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1Are each client’s details, products and documents on a single record your team can open?
Yes No
2Do FICA documents arrive through a link or checklist, rather than by email and WhatsApp?
Yes No
3Is every client screened against the TFS list automatically, with the result saved to their file?
Yes No
4Are the compliance documents for each deal produced from the client record, rather than typed up afterwards?
Yes No
5Can you see which clients are due a review this month without building a list by hand?
Yes No
6Is your complaints register updated as each complaint arrives?
Yes No
7Can you see where every new client is in onboarding, and who owns the next step?
Yes No
8Do advisers and staff use one login for client records, rather than several systems?
Yes No

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bynd.

Custom software and automation for financial services, e-commerce, cannabis and rental businesses. London, working with businesses in the UK, Europe, the US and South Africa.

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United Kingdom: BYND is not authorised by the FCA and does not give compliance, regulatory or legal advice.

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