Anti-money laundering (AML) is a part of practice life, but we all know the task can make accountants and bookkeepers groan. Perhaps you’re one of them, seeing AML as a burden – just an essential bit of extra box-ticking that’s often unbilled and very tedious.
In this webinar, we’ll talk about the AML burden and explore ways to manage it effectively, including some key features of BrightManager that are made to make it all just a little bit easier for your practice.
We know compliance is key to any accountant’s practice, so let us show you how to leverage our tech to make reducing risk simpler and faster.
Learning points
Understanding AML regulations: Get an overview of key AML tasks and how you can work through them quicker, without errors.
Identifying risks: See how our tech can help you our tech can help you recognise potential red flags – essential for safeguarding your practice and your clients.
Leveraging technology: You’ll see how BrightManager can automate the tasks that eat up your time, so you can focus on value-added services for your clients.
Streamlining processes: Learn about practical tools that can help you manage client data more effectively. From client onboarding to ongoing monitoring, see how you can significantly reduce your manual workload.
Why Attend?
Your clients trust you with their financial well-being, but accurately navigating AML without losing hours to accuracy can be tricky. This webinar will help you equip yourself with the knowledge and tools necessary for any compliance-first business.
Key benefits of using BrightManager
Complete and store risk assessments: knowing your customer is simpler when your practice management software includes a comprehensive risk assessment to help you through your due diligence.
Run AML ID and credit checks: from start to finish, you can complete the entire anti money laundering process in BrightManager using automations at every step to chase, collate and submit.
Client audit trails: keep track of your clients’ activities with our client timeline audit feature.
Assign risk ratings: Set your risk level from a quick and easy drop down list for each client to help you clearly identify those at the highest risk.
Automate (almost) everything: From customisable templates to pull in key data in a flash to workflows that take the admin burden off your shoulders, use BrightManager to save hours of less-profitable work every year.
Who Should Attend?
This webinar is for you if you are responsible for managing client accounts and ensuring compliance with AML regulations. Whether you are a sole practitioner or part of a larger firm, join us to see how BrightManager makes a difference.
About Bright
With over 400,000 happy customers with a collective 99% satisfaction rating, Bright is the right choice for you if you want software that gives you the tools to succeed. We’ve been making software for 30 years, so from practice management to tax, proposals to payroll, you can be assured that signing up to Bright is a great move for your practice.
- Amazing support comes as standard
- HMRC and Companies House compliant software
- Regular webinars and insights into the topics that affect you
- Cloud-first approach to development
- Software to handle practice management, tax, accounting, payroll, compliance and more
