The Comply Catch-Up – June 2021 Issue 7

The Comply Catch-Up – June 2021 Issue 7

Comply Updates Now that things are starting to return to normal, we want to share with you this message from our CEO. Comply will be unveiling a new digital experience, ComplyLive, where we will be able to interact with you all directly via a live demo and chat...
The Comply Catch-Up – May 2021 Issue 6

The Comply Catch-Up – May 2021 Issue 6

Comply Updates We have spent the last month identifying ways that we can continue to streamline our software while adding new functionality to make it easier for our clients to stay compliant. We have some exciting items in our pipeline, so stay tuned! We are in the...
The Comply Catch-Up – April 2021 Issue 5

The Comply Catch-Up – April 2021 Issue 5

Comply Updates   Our Director of Client Services, Jessica Metts, spoke at the Sovos Crypto Currency Workshop. She dove into the Forms W-8 & W-9 collection and withholding rate calculations. We would like to take this opportunity to thank Sovos for hosting...
The Comply Catch-Up – March 2021 Issue 4

The Comply Catch-Up – March 2021 Issue 4

Comply Updates   Comply is excited to announce the launch of their latest innovation, the Comply Exchange mobile E-Forms application. Available to fully integrate within account opening processes and compatible with both the App Store and Play Store, account...
The Comply Catch-Up – February 2021 Issue 3

The Comply Catch-Up – February 2021 Issue 3

What’s new with Comply?   Exciting news from us this month as we bring on board our newest member of the Comply team, Carolyn Luke. Carolyn brings with her over 20 years of experience within the financial services industry. She joins us from TAINA...
The Comply Catch-Up – January 2021 Issue 2

The Comply Catch-Up – January 2021 Issue 2

What’s new with Comply? Introducing new and exciting technologies! We are turning our heads to the future, and developing new ways to simplify the documentation collection process. Our newest innovation streamlines how documentation is managed and resolves the...