31 CFR 1020.220

CIP Compliance Execution

Customer Identification Program

Customer Identification Program requirements mandate verification of customer identity at account opening. Canarie helps you execute CIP compliance through automated workflows for identity verification, document collection, and compliance monitoring.

Explore Solutions

Key Requirements

1
Identity verification procedures
2
Document collection and retention
3
Risk-based procedures
4
OFAC screening at account opening
5
Notice to customers
6
Record retention

The Compliance Execution Challenge

Most institutions struggle with recurring CIP Compliance Execution requirements. Policy reviews get missed, attestations are chased manually, and evidence is scattered across systems. When examiners ask for proof, teams scramble to piece together documentation.

The Canarie Execution Layer

Canarie transforms CIP Compliance Execution compliance from periodic scrambles into continuous execution. Recurring tasks are automated, evidence is captured as work is completed, and proof of compliance is always ready for examiners.

Automated Workflows

Recurring compliance tasks are scheduled, assigned, and tracked automatically.

Evidence Capture

Evidence is captured automatically as compliance work is completed. No manual collection.

Audit Trails

Complete audit trails show who did what, when, with immutable records.

Examiner-Ready Export

Export organized evidence packages in formats examiners expect.

Non-Compliance Risks

BSA civil money penalties
Regulatory enforcement actions
Consent orders

Frequently Asked Questions

Automate Your CIP Compliance Execution

See how leading institutions execute compliance with confidence.