2shakesnz is an AML and client onboarding platform designed for New Zealand professional services firms. It automates onboarding steps such as engagement agreements, branded email requests, electronic signatures, and AML/CDD checks, and includes biometric ID verification. Integrations with Xero and local government services help accountants and advisors simplify compliance. Delivered as cloud SaaS, it is aimed at small firms that need fast, compliant onboarding with minimal manual paperwork. Key capabilities Automated client onboarding AML and CDD compliance workflows Biometric ID verification E-signatures and automated emails Integrations with Xero and NZ services Best for: NZ accounting and professional services firms.
2Shakes emerges as a cloud-based software solution specifically designed for New Zealand businesses to streamline client onboarding and ensure adherence to Anti-Money Laundering (AML) and Customer Due Diligence (CDD) regulations. By automating various tasks associated with client sign-up, agreement creation, authority collection, and AML/CDD processes, 2Shakes aims to significantly reduce the time and effort required by users. One of the software's key strengths lies in its user-friendly interface. The website boasts a clean and straightforward layout, featuring prominent calls to action and easy-to-navigate menus. Signing up for an account is a quick process, and a free trial allows potential users to explore the platform's functionalities before committing. 2Shakes offers a comprehensive suite of features to expedite client onboarding and ensure AML/CDD compliance. A core functionality is automated client sign-up, where clients can independently create accounts and initiate the onboarding process, minimizing manual tasks for users. The software also generates and stores electronic versions of engagement agreements and authorization documents, eliminating paper-based workflows. 2Shakes further assists with AML/CDD processes by facilitating client identification, verification, and risk assessment procedures.
USD 20
USD 30
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2shakesnz is an AML and client onboarding platform designed for New Zealand professional services firms. It automates onboarding steps such as engagement agreements, branded email requests, electronic signatures, and AML/CDD checks, and includes biometric ID verification. Integrations with Xero and local government services help accountants and advisors simplify compliance. Delivered as cloud SaaS, it is aimed at small firms that need fast, compliant onboarding with minimal manual paperwork. Key capabilities Automated client onboarding AML and CDD compliance workflows Biometric ID verification E-signatures and automated emails Integrations with Xero and NZ services Best for: NZ accounting and professional services firms.
Does 2shakesnz have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
USD 20
USD 30
NZD ($), USD ($)
Email Address
support@2Shakes.co.nzContact
+64 210 699 535Documentation
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