Turn AML/CTF into a referral engine: How and when to use reliance to grow your business

Event Description

AML/CTF does not have to be an added cost to your business. When used correctly, it can become a powerful driver of growth. Reliance allows you to share your AML checks with Real Estate Agents and other parties in the transaction, as a lever to generate referrals.

This session explores how reliance works, when it applies, and how you can use it to generate referrals and deliver a better client experience.

What we will cover

What reliance is and when it can be used
How to structure and implement reliance agreements
Using AML/CTF as a reason to engage referral partners
Reducing duplication for clients across transactions
Practical examples of reliance in action

Agenda

20 minutes: practical overview of reliance and use cases
20 minutes: demonstration of how reliance is supported through InfoTrack
20 minutes: Q&A

Why you should attend

Unlock new referral opportunities with real estate agents and partners
Create a better, more seamless client experience
Reduce duplicated effort across parties
Turn compliance into a competitive advantage

Who this is for

Lawyers and conveyancers looking to grow/strengthen their referral networks

Pricing and product information are accurate at the time of recording and are subject to change.

Webinar

Event Speakers

Who will you be learning from?

Liam Johnstone

Senior Sales Manager
InfoTrack

Matthew Tarabay

Senior Marketing Manager
InfoTrack

Alex Antal

Head of Securexchange
InfoTrack

*If you are in the legal industry you can claim 1 CPD unit per hour for InfoTrack seminars under practice management and business skills. Practitioners residing in WA cannot claim CPD points from InfoTrack training through the Legal Practice Board of Western Australia.