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AEoI & CRS
March 14, 2022
From Client Onboarding to Automatic Exchange of Information
How technologies can help you for the AEOI?
Client onboarding:
– Automatize forms
– Guide Relationship Manager
– Compliance onboarding
– KYC Campaign module
– Search by Indicia
– Keep track of the events
Suitability:
– Risk investment profile
– Portfolio monitoring
Reporting:
– XML generation
– Client reporting
