Spinika securely integrates with your practice management system and industry partners and providers. Data from multiple sources is collected, cleansed, merged, displayed and made readily available across your business.
Spinika’s smart modules connect you directly with providers, meaning no more visiting multiple websites for repeat information.
End-to-end AML module
As well as saving time and effort, Spinika’s end-to-end AML/CFT automation module gives you confidence in your firm’s AML compliance. Integrating with your practice management system, the New Zealand Companies Office and Identity Verification Services, the module delivers and populates workflows and forms with the information required and with accuracy. It also means improved task ownership with minimal training, firm-wide visibility and reporting across the entire process. Information is at your fingertips, and in front of you in seconds.
Companies office & client matching
The New Zealand Companies Office is integrated within Spinika, and updated daily. This means that information you need is accessible at the click of a button, rather than having to search the website manually. Spinika automates shareholder and director identification and conflicts of interest, and gives you a fuller picture of your clients’ interests beyond the current matter. Simple, fast and easy.
Integrated digital signing
Sign and seal documents securely within seconds. The integrated digital signing module replaces the insecure and laborious process of signing, scanning hand-written signatures, and importing them into documents. Use it with confidence for financial documents, reports, purchase orders, sales quotes, agreements, forms, letters and more.
Automated letter of engagement
Streamline client engagement. Spinika generates a client and matter-based Letter of Engagement, automatically pre-populated with details that you can personalise and adjust. Combine with Spinika’s integrated digital signing module and client collaboration module to sign and share documents directly with your client with ease.
Client collaboration
Empower your entire organisation and your clients. The client collaboration module is a secure community that allows your firm to control and share information and documents back and forth with your clients. It can be combined with Spinika.me, an easy-to-use app for clients that gives them secure access from anywhere. The high functionality of Spinika.me means clients can use its innovation and service across other areas of their lives.
Biometric identity verification
Save time and give your clients a more streamlined, intuitive onboarding experience. Spinika provides efficient and secure biometric identity verification with CloudCheck or APLYiD for AML and onboarding with just a single click. The returned data and images provide instant results.
Easy system integration
No laborious installations or copying information between systems. Spinika integrates easily with your existing practice management system, accessing and utilising information, files and documents, and blending them with its range of powerful modules.
Simple and quick onboarding
Reduce your risk. The automated onboarding function for new clients initiates the AML workflow, so you get to know your clients and their background before spending valuable time on any matters.
And so much
more
Spinika is here to help you power up, and in more and more ways. It’s an ever-improving app, and smart and intuitive new modules will be added continuously. Our aim is to provide you with the world’s most functional streamlining tools, to help you achieve more and make your workday easier and more enjoyable.
Connecting Spinika to your existing system is a simple 5-step process. We’ll partner you all the way. And we’ll be there in the future if you need a hand with anything.
1: Consultation
We start by getting to know each other. You tell us about your firm’s operations, talent and practice management system, and we listen. Together we work out how, as your trusted innovation partner, Spinika can help you power up. You can also decide if you would like a free trial, or just get straight into it.
2: Agreement
When you’re ready to power up with a Spinika contract, we go over the finer points, the signatures and the handshakes. Then we’re into it.
3: Integration
Our people talk to your people so Spinika can talk to your system. Once both systems have met and shaken hands we make sure everything is in order and tweak anything that’s particular to your firm and processes. Then you nominate your SME (Spinika Matter Expert) as our single point of contact. It keeps it simple.
4: Training
Spinika is intuitive, so there’s minimal training required but it’s a must-do. We set a date to train as many as possible in that day.
5: Go
We’re here to support you as Spinika is rolled out to your team and clients. Along your Spinika journey you’ll identify needs and areas we can assist with. So let’s keep talking. We’ll work together to provide all the capability, modules, tools and power you need to make it easier to do more.
Let's talk:Power up with Spinika
and make it easier
to do more.