Learn how other law firms approach AML/KYC/CDD compliance

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A preview of our findings from a survey of law firms

In a white paper we’ll publish this spring, we’ll share the findings from our survey of over 30 law firms on their experiences with and approaches to anti-money-laundering (AML), know-your-client (KYC), and customer due diligence (CDD) compliance. Here are just a few of the results from the survey:

  • 65% of firms have been subject to a regulatory visit or inquiry in the past five years, demonstrating increasing regulatory oversight.
  • 68% of firms have undergone third-party reviews from insurers, auditors, or other external entities.
  • Firms managing AML compliance across multiple jurisdictions balance a standard baseline policy with regional/jurisdictional variations.

Our white paper will also share:

  • The processes and team(s) firms have in place to help manage AML/KYC compliance ​
  • What software solutions and third-party data providers firms rely on or plan to implement for AML/KYC/CDD compliance
  • Whether firms operating in unregulated jurisdictions conduct some level of due diligence checking​

Sign up below to discover insights that can inform your firm’s own approach to compliance.

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Wondering what other law firms are doing to meet AML, KYC, and CDD challenges? Our white paper will reveal their strategies and experiences as well as Intapp’s perspective on best practices.