Build closer relationships between you and your clients!

With Go Client Connect, you can provide your clients with a secure, user-friendly portal where they can access their financial information, upload documents, communicate with you, and more..

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Why Go Client Connect

Are you tired of juggling multiple communication channels with your clients?

Streamline your communication

By using Go Client Connect, you'll be able to streamline your communication and workflow with clients, while also reducing errors and improving the security of your clients' data.

Built in compliance processes

The portal is a valuable tool for efficiently managing AML compliance as part of client onboarding, offering automation, user-friendliness, and real-time status tracking. The portal automates the AML compliance process, which means you won't have to manually followup with clients to ensure they meet the necessary AML requirements. Saving you a significant amount of time and effort.

Secure messaging and payments

By using Go Client Connect, you'll be able to streamline your communication and workflow with clients, while also reducing errors and improving the security of your clients' data.

Features

Streamline your communication and workflow with clients

Automated AML Process

The portal automates the AML compliance process for your clients, which means you won't have to manually chase after them to ensure they meet the necessary AML requirements. This can save you a significant amount of time and effort.

Client Self-Service

Clients can fulfil their identification requirements through the portal, making it convenient for them to submit the necessary documents and information. This self-service approach simplifies the AML compliance process for clients.

Approval/Rejection Workflow

The portal provides you with an easy-to-use interface for reviewing and either approving or rejecting the identity documents provided by clients. This feature ensures that you maintain control over the approval process.

Automated Reminder System

The portal's reminder system takes care of sending reminders to clients to complete their AML requirements. This automation helps reduce the burden on your end and ensures that clients are consistently prompted to fulfil the necessary compliance steps.

Persistent Reminders

The portal will continue to remind clients until they have successfully completed the AML requirements. This persistence helps ensure that AML compliance is met in a timely manner.

Traffic Light System

The portal uses a simple traffic light system to provide you with a clear and visual overview of your clients' compliance status. This system likely uses green for compliant clients, yellow for those in progress, and red for those who have not met the requirements, making it easy to identify at-risk clients.

Automated AML Process

Client Self-Service

Approval/Rejection Workflow

Automated Reminder System

Persistent Reminders

The portal will continue to remind clients until they have successfully completed the AML requirements. This persistence helps ensure that AML compliance is met in a timely manner.

Traffic Light System

Automatic Alerts for Unrecognised Logins

Secure your portal with automatic alerts for unrecognised logins. Receive instant notifications if someone tries to log in from an unrecognised device or location. This quick response capability helps you prevent unauthorised access and secure your account immediately, keeping your portal's data safe and confidential.

Multi-Factor Authentication (MFA)

Enhance your security with MFA. After entering your password, you'll receive a one-time passcode via email, ensuring that only authorised users can access your system. This additional verification layer significantly boosts your security.

Automatic Time Out

For added security, our portal features automatic time-out. If you're inactive and away from your desk, the system will log you out automatically after a predetermined period. This function necessitates re-login, reinforcing security through multi-factor authentication.

Invitation-Only Registration

Registering new users is strictly by invitation, enhancing control over portal access. This method ensures that only authorised individuals approved by your organisation can access and use the platform.

Virus Scanning for Documents

Automatic virus scanning is conducted on all documents uploaded to and sent from the portal. This proactive measure detects and eliminates any potential threats, ensuring the safety of your communications and maintaining the integrity of your data.

Automated Backups

Protect your data with automated backups. Your important information is regularly backed up, allowing for easy restoration in case of accidental loss or technical failure. This feature ensures data continuity and enhances overall security.

Schedule a demo

We would be happy to schedule a demo of Go Client Connect with you, so you can see for yourself how it works and what it can do for your business.