Salesforce Plugin Overview

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.