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Manage your customers' compliance lifecycle from directly within Salesforce CRM. Designed to provide you with a single view of your customers, not just whilst onboarding but throughout every stage of the customer lifecycle.
The easily configured application integrates the FullCircl cloud-based platform with Salesforce for seamless data exchange, real-time risk analytics and decisioning metrics using industry leading global data sources.
Benefits of FullCircl Salesforce plugin
- Plug and play - no development required.
- Services feed directly into your existing Salesforce application.
- Simplify back office processes and compliance.
- Customisable data mapping to enhance your business processes.
- Maintain data integrity and accuracy.
- Enables full customer management in a single environment.
Consume KYC checks, KYB checks, and AML screening for a full compliance stack directly in your Salesforce instance.
Interesting in hearing more about FullCircl's Salesforce plugin? Book a free demonstration here.
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