This solution helps your firm or network manage the client and engagement acceptance process in a controlled, consistent, and efficient way. We bring the information and risk you need to make a decision into a single, streamlined workflow, using current regulatory rules and client data to support confident acceptance decisions. As part of this process, the solution automatically pulls relevant data into the workflow and routing it to the appropriate reviewers for sign-off. Kingland facilitates Know Your Customer requirements by embedding KYC activities within the broader acceptance process, firms eliminate disconnected reviews and ensure regulatory obligations are met without slowing down engagement timelines.

By replacing manual and Excel-driven processes, we reduce administrative effort, improve consistency across teams, and provide a clear audit trail for regulators and internal stakeholders.

The solution supports both initial acceptance and ongoing continuance through configurable workflows, built-in risk indicators, and automated routing for review and approval, so your firm can focus attention where risk is highest. You can tailor questions, thresholds, and decision logic to align with your policies while maintaining real-time visibility into status and outcomes. With integration into your firm’s existing systems, acceptance processes are triggered at the right time, helping your firm move faster without compromising quality or risk management.