A law firm needs to run KYC on its business clients (for incorporations, transactions, ongoing mandates) but doesn’t have a full AML/KYC departmental.
Problems:
Each partner or team uses its own intake form and checklist.
Junior staff google clients, check registries manually, and store PDFs in shared drives.
Quality and depth of KYC varies; there’s no consistent standard or audit trail.
How Veridable can help:
Veridable helps the firm define a simple, standard KYC policy for their use cases (what to ask, what documents, what checks).
Clients are onboarded through Veridable’s collaboration space instead of long email questionnaires.
Veridable’s managed / automated KYC service runs checks (registries, sanctions/PEP, adverse media, UBO and credit etc) and returns a KYC summary + risk recommendation.
Each client ends up with a reusable KYC profile in the system that the firm can refresh based on changes.
Benefits:
The firm delivers bank-grade, consistent KYC without hiring a full compliance team.
The business team can see a clear, concise KYC result instead of raw, messy data.
The firm can demonstrate a robust, repeatable process to regulators, banks and clients – turning KYC from a cost centre into a trust signal.