Course curriculum

    1. Accessing up to date product training

    2. Overview of the training and intended outcomes

    1. Hub environment

    2. Configure your email connection

    3. Change your email template

    4. Upload your logo and adjust the customer journey

    1. Creating clients and contacts

    2. Send and review onboarding requests

    3. Run AML (identity) checks

    4. Run company reports

    5. Managing documents in Xama Hub

    6. Risk assessments in Xama Hub

    7. Extracting data and reporting from Xama Hub

    8. Using and managing risk assessment templates

    1. Using our policies and procedures document

    1. Integrations with Zapier

    2. Integrations with Make

    3. Karbon Integration

    4. Pixie Integration

    5. The Xama Open API

About this course

  • Free
  • 20 lessons
  • 3.5 hours of video content

Change the way you onboard your clients