Navigating the Maze of Financial Services Compliance Requirements

Read the Report: Discover how the right identity verification platform can help financial services organizations quickly adjust to changing global regulations.

Regulatory Spotlight:

Banking

• According to a 2022 Kroll survey, 71% of

compliance leaders in Brazil and Mexico

are concerned about stricter KYC and

AML regulations. The Central Bank of

Brazil updated its AML guidance for

financial institutions to require more in-

depth customer risk profiles, source of

funds review, politically exposed person

updates and ongoing monitoring.

• Nearly half (46%) of U.S. compliance

leaders at financial services firms in 2022

said they have significant challenges

complying with the Anti-Money Laundering

Act of 2020 provision requiring disclosure

of beneficial ownership.

Managing

a Changing

Regulatory

Landscape

The current pace of regulatory change

calls for flexible technology solutions

that allow multinational companies to

quickly adapt to new requirements.

Addressing IT requirements is essential to an

efficient identity verification program. However, not all

companies have those capabilities.

In one study, a third of financial services firms report

they have reasonable systems but need upgrades for

regulatory technology solutions, while 16% have no

confidence in their IT infrastructure. In other words,

nearly half of financial services companies were

uncertain about their ability to quickly implement a

solution that meets a new AML or KYC regulatory need.

New regulations change how companies verify

identity. Maybe it’s new documentation, different

reporting requirements, watchlist screening or greater

assurance based on new liability. Whatever the need,

companies with a global presence face challenges

keeping up with new compliance requirements without

losing time in market.

Technology that allows companies to adjust

verification workflows to match the needs of a new

market in real time can overcome those challenges. If

a regulatory body changes compliance requirements,

such as introducing the need for physical

documentation or new reporting, the right verification

platform can quickly adjust.

An agile identity verification platform is designed

to respond to new needs. Whatever the regulatory

change — whenever or wherever it occurs — a

global identity platform can keep financial services

companies compliant anywhere in the world.

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Trulioo — White Paper

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