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      Release Notes - June 2025 - Wecan Comply V3

      Discover all new feature and key simplification of the new Wecan Comply V3

      🚀 Wecan Comply V3 is available

      We’re proud to unveil the last evolution of our platform.

      Built in collaboration with leading financial institutions, Wecan Comply V3 offers a new approach to managing client KYC, periodic reviews, and audits—combining automation, collaboration, and compliance into one powerful tool with 7 key features:

      1. Automatically pre-fill KYC for all your counterparties, directly from your CRM or via Wecan Comply web app
      2. Add all your counterparties, even those not on the platform, and track what’s shared and with whom
      3. Simplify internal/external audits with real-time tracking and feedback
      4. Access a marketplace to showcase your firm and discover new partners
      5. Easily integrate with your CRM, PMS, or Core Banking System
      6. Ensure compliance with secure hosting in Switzerland, Luxembourg, Europe or on premise
      7. Manage cybersecurity risks with data encrypted and accessible to you and your counterparties only

      📌 Vault now a Workspace

      • Fill several forms at once from the vault

      • All key actions available in the vault, it’s KYC ready !

      • Vaults are now structured into two categories: KYB and KYC

      • Consolidated statuses offer a clear overview of progress

      • Categories are consolidated to simplify multi-form filling

      • Easily navigate by category

      • Empty fields are highlighted to avoid missing information

      ✏️ Simplified Editing & Sharing Experience

      • New “Validate & Share” button available directly in the vault

      • Manage sharing, archiving, and deletion from one place

      • Internal access can now be managed directly in the vault

      • Forms and versions are unified into a single form model

      • A guided user journey helps users complete KYB and KYC actions efficiently

      • Forms are editable directly from both the form tab and the relation view

      • The “Edit” button has been removed — with a warning if you forget to save

      • Use the Tab key to move between fields

      • Validation shown on hover

      🧭 Reception & Validation Simplified

      • New forms are marked with a “New” chip for better visibility

      • Validation actions are now accessible directly from the form page

      📝 Improved Display & Navigation

      • Screens and tables have been simplified for better readability

      • Comments are now accessible directly in both tables and tasks

      ✅ Access & Visibility

      • Access rights are now dynamic and managed at 3 levels:

        • Template

        • Relation

        • Vault (for data producers only)

      • Compliance outsourcing companies can now access their clients’ accounts securely

      🚀 Task Management & Workflows

      • Tasks are now included in the Watchtower

      • Task flows have been clarified, with additional information shown to users

      If you have any questions or need help exploring the new Workspace, our support team is here for you!