FYI + Xama
Connected. Efficient. Effortless.
Powerful integrations that bring your entire practice together — so your team can work smarter, faster, and with more confidence.
Clean Client & Contact Sync
Send accurate client and contact data from FYI straight into Xama AML. This ensures all due diligence work begins with reliable information and helps reduce repetitive data entry across both platforms.
Faster, Digital-First CDD Workflows
With FYI providing up-to-date client details, your team can progress through Xama AML’s digital CDD steps more efficiently. Structured workflows guide users through each stage of the process, supporting smoother onboarding and compliance tasks.
Clear Risk Profiling Tools
Xama AML includes tools to help firms assess and record client risk levels. When paired with consistent data from FYI, your team gains a straightforward, organised method for managing due diligence and maintaining audit-ready records.
Scalable AML Processes for Growing Firms
Xama AML is purpose-built for practices looking to manage AML obligations digitally and at scale. Combined with FYI’s structured client management, firms can maintain consistent, well-documented compliance processes as their client base grows.
About Xama
