In legal practice, time is your most valuable asset. Yet FICA compliance continues to demand significant hours that could otherwise be dedicated to client matters and revenue generation.
The Lexpro and nCino KYC integration addresses this challenge directly, automating your KYC and FICA workflows while ensuring full regulatory compliance.
You are invited to an exclusive webinar featuring a comprehensive live demonstration of the integration, followed by answers to frequently asked questions from practitioners like you.
Key capabilities you’ll explore:
- Eliminate duplicate data entry and save valuable time: data transfer seamlessly allowing Lexpro users to kick-off the nCino document uploading process from within Lexpro
- KYC Summary: Generate and access a PDF summary within the Lexpro system
- Enhance efficiency and control: Manage your risk as an Accountable Institution and ensure everyone in your firm follows the same process
- Ensure FICA compliance: Perform required Know Your Client (KYC) checks before proceeding with customer onboarding
This session provides practical insight into how the integration functions in a live practice environment and its potential to enhance operational efficiency while maintaining rigorous compliance standards.
Secure your place today. Register here.
