KYC Demo Session

This Demo sessions is designed to give a glimpse of Practical KYC Training & also taking assistance from AML Custodians AI

Schedule : 25-Jan-25 & Time :11:00 AM IST

KYC Training Demo Session (60 Minutes)

Session Title: Leveraging AML Custodians AI for KYC Excellence

Objective: To provide participants with a foundational understanding of KYC processes and showcase how AML Custodians AI can enhance efficiency, accuracy, and compliance in KYC operations.

Agenda:

  1. Introduction (10 minutes)

    • Welcome and session objectives.

    • Overview of KYC: Importance, regulations, and challenges.

    • Introduction to AML Custodians AI and its role in KYC.

  2. Understanding KYC Fundamentals (15 minutes)

    • Key components of KYC:

      • Customer Identification Program (CIP).

      • Customer Due Diligence (CDD).

      • Enhanced Due Diligence (EDD).

    • Regulatory requirements and global standards (FATF, EU AMLD, US Patriot Act).

    • Common challenges in traditional KYC processes.

  3. AML Custodians AI Overview (15 minutes)

    • Features of AML Custodians AI:

      • Automated customer onboarding.

      • Document verification and OCR capabilities.

      • Risk scoring and profiling.

      • Continuous monitoring and alerting.

    • Live demonstration:

      • Importing customer data.

      • Automated ID verification.

      • Generating risk profiles.

    • Benefits of using AI:

      • Reduced manual workload.

      • Enhanced compliance accuracy.

      • Improved customer experience.

  4. Interactive Case Study (15 minutes)

    • Scenario-based activity:

      • Participants are provided with a sample customer profile.

      • Use AML Custodians AI to perform KYC checks.

      • Discuss findings and identify potential red flags.

    • Debrief:

      • Highlight the AI’s role in detecting anomalies and streamlining the process.

  5. Q&A and Wrap-Up (5 minutes)

    • Open floor for questions.

    • Recap of key takeaways.

    • Sharing additional resources and contact information for AML Custodians.