Due Diligence by Comnexa
Our KYC & Due Diligence Accelerators can enable businesses to carry out all of their AML screening tasks in Financial Services Cloud, without the need to support or provide data to a third party screening application. Our Accelerators allow you to reduce customer onboarding delays with a frictionless process. We understand that during the onboarding process, it's usually a struggle for employees and customers to efficiently capture and record the necessary information. Customer engagement plummets as additional requests for information and evidence keep on coming. Our customer questionnaires have intelligent automation, built upon FATF and local regulations which adapt to each application, making it easy to collect and verify the right CDD first-time. Many of our Comnexa team have worked within the Financial Services industry and understand how to automate KYC & Due Diligence.
In partnership with Riskscreen, built by specialists, our class-leading configurable workflows enables rapid triaging of results, for faster, more confident handling of potential matches. This allows you to eliminate screening silos and reduce time to revenue by involving your front office staff, such as your Business Development team, in the screening tasks.
In our experience, it is difficult for many businesses to effectively track and automate the onboarding process of new customers. This leads to great inefficiency internally, bloated teams of administrators, and a suboptimal customer experience.Learn More >
Our KYC & Due Diligence Accelerators can enable businesses to carry out all of their AML screening tasks in Financial Services Cloud, without the need to support or provide data to a third party screening application. Our Accelerators allow you to reduce customer onboarding delays with a frictionless process.Learn more >
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In Partnership with Cloud Coach, our Professional Services Accelerators can transform Salesforce into a fully fledged project managment system. We can provide everything you need to manage your projects, whether it's Customer Onboarding, Professional Services Automation, IT Project Management, Customer Success, your PMO / Program Management and more.Learn More >
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