Is there a knowledge base customers can refer to during and after onboarding?
Yes, this Knowledge Base is the primary reference resource and is updated continuously.
Overview
Yes. Customer Success sends links on sign-up to the relevant Knowledge Base sections, onboarding materials and how-to guides, and the Knowledge Base is also accessible directly from the platform via the help icon at the top-right of every screen.
What's in the Knowledge Base
- Step-by-step guides for common operational tasks (running a KYC, signing off a transaction, drafting an SMR)
- Role and responsibility guidance - who does what in the CDD workflow
- Product update notes summarising platform changes as new features ship
- Client letter templates - ready-to-use customer communications
- Client FAQs - answers to the questions end clients commonly ask
- End-user KYC process documentation - the customer-facing flow explained
How it complements the FAQ resource
The Knowledge Base is the source of truth for "how does X work" questions. The customer-facing FAQ resource answers "what does easyAML do / why is it built this way" questions. The two complement each other.