video1.0<iframe src="https://www.loom.com/embed/251f99fc7e4e4926b9aba456b8a88ce2" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/251f99fc7e4e4926b9aba456b8a88ce2-0cb458f98154674f.gif1433.8In today's webinar, I walked you through how to design and scale your workflows with growth in mind, focusing on aligning with our firm's risk policy and ensuring smooth adoption across teams. We discussed key questions to consider when building workflows, such as the types of documents we send to clients and how to handle client due diligence (CDD) checks based on risk levels. I emphasized the importance of creating clear, structured workflows that streamline processes while maintaining compliance. If you have any questions or need further assistance, please reach out via the live chat or email support. I look forward to seeing you in our next session!