Does easyAML provide marketing material to send clients ahead of 1 July?
Yes - including a 'What to expect' document, social banners and images, email templates, and a customer-facing FAQ explaining why ID verification is required.
The structured set of customer-facing materials helps firms prepare their own clients for the new compliance environment:
- "What to expect" document - written in plain English for end clients, explaining why they're being asked to verify identity, what's involved, and how the process works.
- Social banners and images - ready-to-post graphics for firms wanting to communicate via their own social channels.
- Email templates - prepared messaging firms can adapt for their own client communications.
- FAQ documents - answers to the questions end clients commonly ask.
These materials are downloadable from the easyAML knowledge base - customer success can point customers to the right folder.
Industry-wide messaging is also being coordinated separately:
- AUSTRAC public messaging - planned via radio, social and digital channels in the lead-up to 1 July.
- Industry bodies (REIs, AICs, CA, CPAs, Law Society's) are running their own member communications.
The combination of platform-provided materials, industry-body communications and AUSTRAC public messaging should mean end clients are well-prepared by 1 July - but the firm's own communication remains vital for building trust at the individual customer level.