When BGL CAS 360 launched in New Zealand in 2020, the goal was clear: help accounting and compliance firms simplify company administration and reduce time spent on manual compliance work.
Since then, the compliance landscape has changed significantly.
Regulatory obligations have expanded, AML/CFT requirements have evolved and firms are under increasing pressure to deliver faster, more connected client services while managing growing compliance risk.
Over the past six years, we have continuously invested in BGL CAS 360 to help New Zealand firms stay ahead of these challenges.
Today, more than 120 firms managing over 38,500 companies across New Zealand trust BGL CAS 360 to support their compliance workflows.
What began as a company secretarial platform has evolved into a connected compliance ecosystem supporting company and trust compliance, AML/CFT and CDD obligations, identity verification and digital document workflows.
As we introduce the first BGL CAS 360 NZ price increase since launch, we want to reflect on the significant innovation and value delivered to firms since 2020.
Helping firms save time through automation
One of the biggest areas of investment has been workflow automation and operational efficiency.
We have introduced enhancements designed to help firms reduce repetitive administration and manage compliance at scale.
Features such as Bulk Annual Return Processing help firms complete Annual Returns faster during busy compliance periods, while Global Automated Document Reminders reduce the risk of missed deadlines and overdue documentation through automated notifications and tracking.
Smart Emails streamlined client communication by enabling firms to automate and personalise correspondence directly within BGL CAS 360, helping teams communicate faster and more consistently.
Freeform Documents gave firms greater flexibility to create and manage customised documentation directly within their workflows, reducing the need for manual document preparation.
The Full Company Register Set also improved access to comprehensive company records and reporting, helping firms centralise important compliance information in a single location.
Together, these enhancements help firms spend less time on administration and more time delivering value to clients.
Supporting evolving AML/CFT and CDD obligations
Since 2020, AML/CFT compliance obligations have become increasingly important for firms across New Zealand.
To help firms manage these evolving requirements, we introduced BGLiD, a fully integrated digital identity verification solution available directly within BGL CAS 360.
BGLiD helps firms securely verify client identities digitally while simplifying onboarding and compliance processes.
We also significantly expanded AML/CFT and CDD compliance capabilities across both companies and trusts, helping firms centralise compliance processes, manage due diligence requirements and improve consistency across onboarding workflows.
These enhancements help firms reduce compliance risk while creating more efficient verification and client onboarding experiences.
Expanding company management capabilities
BGL CAS 360 has also continued evolving to support more complex company events and corporate structures.
Enhancements introduced since launch include:
- Voluntary Administration and Company Removal workflows.
- Special Rights management for share classes and shareholder structures.
- Dividend Statements generation and reporting.
- Directors Interests Screen for tracking director-related interests and disclosures.
- Company Registrations functionality to streamline the incorporation process.
These capabilities provide firms with greater flexibility and control when managing a wide range of company compliance requirements.
Creating a more connected compliance ecosystem
Modern firms rely on connected technology platforms to improve efficiency and reduce duplication.
To support this shift, we have continued investing in integrations and connected workflows across the compliance ecosystem.
BGL CAS 360 now integrates with platforms including:
These integrations help firms streamline digital signing, document storage and workflow management across their practice while improving collaboration with clients.
Continuing to invest in the future
The upcoming subscription price increase reflects our continued investment in platform innovation, infrastructure, security and client support.
Importantly, this is the first BGL CAS 360 NZ price increase since the platform launched in 2020.
During that time, we have consistently delivered new functionality and enhancements designed to help firms:
- Improve operational efficiency.
- Reduce compliance risk.
- Automate repetitive tasks.
- Build more connected workflows.
- Deliver better client experiences.
And this investment continues.
We remain committed to helping New Zealand firms navigate an increasingly digital and compliance-focused future with confidence.
Thank you for your continued support
We sincerely thank our New Zealand BGL CAS 360 clients for their continued support and feedback over the past six years.
Your input continues to shape the future of the platform and drive ongoing innovation, helping firms across New Zealand work smarter every day.
