Members of the Armalytix community are lighting up their client experiences, future-proofing their businesses and embracing a form-free future.
See how they are going about it and what they have to say.
LPL’s case management software Hoowla has successfully integrated Armalytix
Collaboration is key to Source of Funds compliance
The hot topic of Source of Funds and Source of Wealth, continues apace. Regulators have made it clear that the requirement to provide sufficient source evidence as part of the client due diligence process is imperative.
Working with Armalytix has allowed Eden to make a significant difference in the way that its property lawyers manage Source of Funds.
As the complexity and importance of regulatory checks has grown, technology has increasingly developed to help tackle the challenge. This is particularly important in conveyancing, where additional time spent on checks directly impacts productivity and the bottom line. Smart firms like Woodford Stauffer have embraced this new technology to bring efficiency and enhanced profit to their business.
Evolve Law is a law firm that offers first-class residential conveyancing services across the UK. Armalytix is giving them a modern solution to a historic problem, helping them meet their regulatory and legal obligations regarding the source of a client’s wealth.
Armalytix has had a positive effect for Smart Legal, helping to liberate the day-to-day for the team, provide better experiences for the clients and reduce the time wasted going back and forth to get authentic and accurate information.