CAS 360 Product Update – 7 September 2023

We are excited to announce the latest CAS 360 update!

• Click here to check out the full CAS 360 release notes.

BGLiD – BETA Release: BGLiD is now available in BETA! BGLiD is a simple client identity verification solution fully integrated with your CAS 360 software. With: 

• No setup or training required for CAS 360 clients,
• Straightforward pricing with no minimum commitments,
• The ability to use your existing CAS 360 contact data, OR
• Request information from your client in a few clicks, and
• Instant client identity verification results!

BGLiD validates IDs across various datasets, including Government ID, Anti-Money Laundering, Global Sanctions and Adverse News databases to verify an individual’s identity and is powered by FrankieOne. 

Want early access?

Freeform Documents: The Content Title field in the Minutes/Resolutions freeform document templates is now editable and will be displayed in the final document. The Content Title field is optional and can be left blank. Learn More

Email and Document Templates: Company Contact First Name merge fields have been added to all document and email templates. The new merge fields will also work for the following freeform document templates:

• Freeform Director Minutes/Resolutions 
• Freeform Shareholder Minutes/Resolutions 
• Freeform Documents Company 

Plus, many more new features and improvements.

Stay tuned for future releases!