CLIENT ONBOARDING Clause Samples
CLIENT ONBOARDING. 3.1 Legislative frameworks: Law firms are required to have systems in place to help tackle money laundering and financing of terrorism, under the Anti-money Laundering and Countering Financing of Terrorism Act 2009. This means we need to on-board you as a client and complete ‘client due diligence’. We refer to this as completing ‘CDD’.
CLIENT ONBOARDING. When onboarding a new client, we like to understand more from their team as quickly as possible and will engage with them to discuss their Okta environment and review existing knowledge-base articles or design documents. We will carry out an initial health check on the Okta tenants and integrated applications, follow an onboarding questionnaire to ensure we haven’t missed anything and complete an acceptance in to service review. At this point, we will discuss any issues we discover and make recommendations on best-practice. The Okta Support Services is an annual single tenant package that includes: • 1 hour incident response time • Web-based or email incident logging • Escalation of incidents and management with Okta • Platform maintenance • Monthly platform health checks • Monthly service reports and reviews • New feature recommendations However, we would be happy to discuss additional features that would add value to the client, such as; • Automated monitoring and alerting • Bespoke reporting • Support training • Professional services • Additional tenants Innovate are able to action the service with our existing service support teams and anticipate the service to be active within 14 days of engagement (signed contracts and PO).
CLIENT ONBOARDING