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KYC (Know Your Customer) processes are vital for businesses, particularly in financial services, to verify the identity of their customers and assess potential risks of illegal intentions. Integrating digital playbooks can streamline and automate these processes efficiently.

Playbooks lay the foundation for scaling your business by creating a repeatable success model.

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SmartPlaybooks works best for orgs with primary focus on scaling efficiently, driving SoP adherence, tracking tasks & checklists, and allowing collaboration among teams: including vendors & partners.

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