Case Study: RSM streamlines AML onboarding with PlanetVerify

How RSM Ireland Streamlined New Client Onboarding with PlanetVerify

RSM, a multinational accounting firm, faced significant inefficiencies in its new client onboarding process, specifically with Anti-Money Laundering (AML) document collection. The manual process led to productivity bottlenecks, security risks, and documents being scattered across multiple storage locations. To address this, they engaged with PlanetVerify.

By implementing PlanetVerify’s cloud-based solution, RSM automated the AML document collection and client onboarding workflow. This eliminated manual tasks, provided full visibility into application statuses, and ensured secure, compliant data handling. The results were major time savings, a significantly reduced onboarding time, a more professional client experience, and ensured compliance with regulations like GDPR, all achieved through the PlanetVerify platform.

RSM