Marcus Batson
Head of Customer Success @Xama Aml
Signup · Get unlimited contacts
WORK HISTORY
Head of Customer Success @Xama Aml
GB
I lead Customer Success at Xama, helping UK accountancy and bookkeeping firms adopt a more structured, scalable approach to AML and client onboarding - without it turning into a tick-box exercise.My role sits at the intersection of compliance, operations, and tech adoption. That means supporting firms to set up processes, roll them out internally, and keep things consistent over time.What I focus on:Onboarding & adoption: helping firms get live quickly and embed the platform into day-to-day workflowsAML process design: client risk assessments, CDD/EDD workflows, evidence capture, and audit-ready record keepingTraining & consistency: supporting teams with regular, role-relevant AML training and better internal accountabilityOperational improvements: reducing manual admin, improving delegation/visibility, and tightening up “who owns what”Feedback loop: translating what firms struggle with into product and content improvements (guides, templates, webinars)I spend most of my time in real conversations with firms - figuring out what’s actually happening operationally, where things break down, and how to make it easier to do the right thing consistently. Drop me a message Or book a free consultation (link above)
EDUCATION
New Brompton College
Business and Finance
SKILLS
ABOUT MARCUS BATSON
I help accountancy and bookkeeping firms make AML, onboarding, and ongoing compliance feel simpler - using better workflows, better training, and better tech.I’m Head of Customer Success at Xama. Day-to-day, I work with firms to get the practical stuff right: consistent client risk assessments, smoother ID checks, sensible monitoring, and processes the whole team can actually stick to (not just the MLRO).I’m not big on buzzwords or “best practice” theatre. I like clear ownership, fewer manual steps, and systems that reduce stress instead of adding to it.What I post about:AML + Companies House ID verification (what’s changing, what gets missed, what good looks like in practice)Customer Success lessons that apply to accountancy firms (adoption, retention, client experience)Tools and workflows that save time and improve consistencyIf you’re trying to build a calmer, more scalable onboarding/compliance process, feel free to message me.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.