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Financial

BSA/AML

Bank Secrecy Act / Anti-Money Laundering

Federal laws requiring financial institutions to detect and prevent money laundering.

What is BSA/AML?

The Bank Secrecy Act (BSA), along with subsequent Anti-Money Laundering (AML) regulations, requires financial institutions to assist government agencies in detecting and preventing money laundering. Administered by the Financial Crimes Enforcement Network (FinCEN), BSA/AML compliance involves customer identification, transaction monitoring, and suspicious activity reporting.

The USA PATRIOT Act expanded BSA requirements to include enhanced due diligence for high-risk accounts and information sharing provisions. Recent updates include the Corporate Transparency Act requiring beneficial ownership reporting and increased focus on cryptocurrency compliance.

Who Needs BSA/AML?

  • Banks and credit unions
  • Money services businesses (MSBs)
  • Broker-dealers and investment advisers
  • Casinos and gambling establishments
  • Cryptocurrency exchanges and fintech companies

Key Requirements

Core compliance areas for BSA/AML

1

Customer Identification (CIP)

Verify the identity of customers opening accounts using documentary and non-documentary methods.

2

Customer Due Diligence (CDD)

Understand customer relationships, beneficial owners, and expected transaction patterns.

3

Transaction Monitoring

Monitor transactions for suspicious activity patterns indicating potential money laundering.

4

Suspicious Activity Reports (SARs)

File SARs with FinCEN for transactions suspected of involving illegal activity.

5

AML Program

Maintain a written AML program with policies, compliance officer, training, and independent testing.

Benefits of BSA/AML Compliance

  • Avoid severe regulatory penalties and enforcement actions
  • Maintain banking relationships and licenses
  • Protect reputation from money laundering associations
  • Reduce fraud and financial crime losses
  • Meet requirements for operating in financial services
  • Build trust with regulators and partners

How PartnerAlly Helps with BSA/AML

Streamline your path to BSA/AML compliance with our AI-powered platform.

AML program documentation and policies
Customer risk assessment workflows
SAR filing tracking and management
Training documentation and tracking
Independent testing coordination
Regulatory examination preparation