Webinars & Tutorial Videos

2Shakes Webinars – View all our tutorial videos and past webinars here!

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Getting Started in 2Shakes

Webinar 1: Setting Up Your 2Shakes Profile

  • Your Business

  • Branding

  • Services, Fees, Ts and Cs

  • Authorities you need

  • Adding more Users

Setting Up Your Profile

Webinar 2: Activating Biometric Identity Verification & Billing Card

  • The Centrix Subscriber Form

  • The Australian Govt DVS Approval Form

  • Don’t forget your Credit Card!

Activating Biometric IDV & Adding a Billing Card

Webinar 3: Signing Up A Client

  • Adding you Client List

  • Creating the Agreement

  • Signing and ID Verification

  • Email Workflows

  • Upload to XPM

  • Renewal

Signing Up A Client

Webinar Series

How to do Biometric IDV

Our webinar on how to use Biometric IDV in 2Shakes. Find out:

  • Why Biometric IDV is useful

  • When to choose Biometric IDV

  • Step-by-step completion of a Biometric IDV

  • How to review and accept the results

NB: Using our NZ platform, but great info if you are new to Biometric ID Verification.

Political Exposed Person (PEP) /Sanctions Checks

Our webinar on how to get compliant with PEP/Sanctions checks. Find out:

  • Why PEP checks are necessary

  • When PEP should be done

  • Step-by-step completion of a PEP check

  • What the report tells you

  • What to do if the check isn’t OK

NB: This was for NZ AML, and will be updated for Australia, where PEPs are split into additional categories.

Presenting

ATAINZ

Accountants and Tax Agents NZ (ATAINZ): 2Shakes presenting to ATAINZ in Palmerston North to explain how AML/CFT will impact them with a focus on what they need to do to complete AML Customer Due Diligence. 

NB: NZ Content, of course, but great background on AML!

Bookkeepcon

DIA & 2Shakes co-present on Anti-Money Laundering (AML) legislation at the 2018 Bookkeepers Conference 2018.

Ata from 2Shakes is on from 20m30s.

NB: NZ Content again, but still great background on AML!

The Pitch

Our first pitch to get 2Shakes off the ground.  Carried out at the Embassy, Wellington, 2 June 2016, in front of 250 people from across government and business, including ministers and agency CEOs.