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Protect your clients and your firm with Confirmly
October 26, 2023 @ 11:00 am - 11:45 am
In this webinar we explore how Confirmly can help protect both your clients and your firm from ‘Friday afternoon fraud’.
Confirmly is LMS’ secure identity-checking solution and is fully integrated into the InfoTrack platform, allowing you to carry out due diligence and mitigate risk easily.
Harnessing Panel Link data, Confirmly verifies a firm’s bank details and summarises legitimacy in seconds, allowing you to carry out due diligence and mitigate risk with ease.
In this session, we’ll go through:
– How to interpret Confirmly results
– How using Confirmly via InfoTrack supports you in meeting compliance obligations, and with PII renewals
– Future plans to return search results even faster