Welcome to GoProposal AML Product Tour
Let's see how AML can protect you and your clients. Use the left-hand menu to jump to specific features, or click Next on each screen to go through them sequentially.
Product Tour
GoProposal AML by Sage
Welcome to the Contact Hub
Introduction to AML
AML Assessments and ID Checks
Review Assessment Summary
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It’s incredibly easy to get started with AML within GoProposal, either as part of your free trial or by adding this to your existing GoProposal subscription, and adding AML users into the system.
Introduction to GoProposal AML
The Contact Hub gives an overview of all of your clients from proposal, through engagement letters and to AML. You can keep track of actions and renewals, and also set up a Weekly Report to manage on-going requirements. There is also the option to import your existing clients, if needed.
Navigating to AML and importing clients
Track renewals and on-going requirements back in the Contact Hub to ensure you remain compliant with all of your clients, all the time.
Renewals and on-going requirements
Within each client, you have access to the AML tab, where you can access and carry out both Electronic Checks as well as the KYC and Risk Assessments.
AML Assessments and checks
There are three levels of checks: Biometric – Everything from the Document Check plus facial similarity verification. Document – Everything from the Basic Check plus ID verification. Basic – Great for renewals or long-term clients, carrying out PEP, Adverse Media, Sanctions and Address Checks.
Automate document collection and ID verification
Click Launch, then you will be taken to a new page to start the KYC and Risk Assessments.
Completing your Know Your Client and Risk Assessments
Tailored to the entity of the client to ensure you’re only completing the required sections.
Further tailored using conditional logic to ensure you’re only gathering the information required specific to the client you’re working with.
In-built guidance to flag whether certain information means a client is high risk and how you might be able to best mitigate that risk.
Giving you confidence in the process with compliance expertise built into the system, and saving time by ensuring you’re only providing the required information for each client.
View completed assessments within the system, with the ability to have the final say on risk level, set your own renewal dates, and download completed assessments as PDFs if needed.
Completed Assessments and checks
The content within GoProposal AML is updated on a regular basis to reflect regulatory changes to ensure you’re always working to the highest possible levels of compliance.
Automatic updates
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