Assessment Module|

Acme Financial Services

LK
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KYC Process Review

KYC/CDDHigh Risk
January 5, 2024

Risk Score

45/ 100

Risk Level

High

Assessment Summary

Critical gaps were identified in the KYC verification process and customer onboarding procedures.

Key Findings
4 findings identified
  • 1Incomplete beneficial ownership documentation
  • 2Identity verification gaps for international customers
  • 3Outdated customer risk profiles
  • 4Manual processes prone to errors
Recommended Procedures
4 recommendations
  • 1Implement automated identity verification
  • 2Update beneficial ownership collection process
  • 3Conduct customer risk re-assessment
  • 4Deploy digital KYC solution