Perform instant compliance checks right from your CRM system.
Front office or field sales representatives find it critical to have access to immediate results of compliance checks to stay competitive. They cannot afford to wait a day or even a few hours for the compliance department to clear a prospect so they can proceed with their business activities.
FinScan integrates with internal CRM systems such as Salesforce to enable timely and safe onboarding of a prospect or customer. Decisions can be made in minutes since FinScan can return an immediate response upon compliance screening.