Everything you always wanted to know about eCOS, but were afraid to ask – Webinar by InfoTrack, 6 March 11am
6 March 2024 – 11.00 am – 45 minutes
We all know that client onboarding is critical to starting strong relationships, gathering the information you need efficiently, and ensuring you meet your KYC and AML requirements.
eCOS is InfoTrack’s award-winning digital onboarding solution, that includes matter-specific client questionnaires, digital ID and AML checks and Source of Funds and Wealth gathering information.
David Rawson, Head of Product and Zane Bowtell, eCOS Account Manager, will take a deep dive into the world of eCOS, covering the spectrum of features and benefits, common issues and their solutions, and best practices to enhance your eCOS experience. Whether you’re a new user or looking to optimise your use of the service, this webinar is designed to address the main questions clients have and guide you on how to get the most out of eCOS.
Don’t miss this opportunity to gain valuable insights and practical advice directly from the experts. Book now!
https://us02web.zoom.us/webinar/register/1217077370639/WN_tBk656ULSoSoE_pLpyGDOA
