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Moody's Maxsight™ for Salesforce

Know who you're dealing with, before you make the deal.

Overview

  • Built-in compliance intelligence: Assess risk levels based on factors such as sanctions, ownership, and other compliance metrics, to understand who you can do business with before building the relationship.

  • Save time, reduce manual work: Eliminate manual research with automated compliance checks and risk signals embedded directly into your CRM.

  • Early alignment with compliance teams: Ensure sales and compliance are aligned from the start. Avoid delays and surprises by flagging risks before onboarding begins.

  • Powerful data from Moody’s: Leverage Moody’s proprietary data for entity and risk intelligence to make confident decisions with verified up-to-date insights.

  • Accelerate onboarding with confidence: Streamline onboarding by surfacing potential risks early, so your team can move fast while staying compliant.

Moody’s Maxsight for Salesforce assists sales teams in making smarter, faster decisions by embedding compliance and risk intelligence directly into their workflow. Before initiating a business relationship, Maxsight for Salesforce helps users assess whether a company aligns with your internal policies to save time and avoid costly missteps. Powered by Moody’s data, Maxsight provides a risk-level assessment (low, medium, or high) based on factors such as sanctions, adverse media, ownership complexities, and other compliance-related metrics. It streamlines onboarding by reducing manual research and enabling early alignment with compliance teams. Whether you're qualifying leads, expanding into new markets, or onboarding partners, Maxsight ensures you know who you’re dealing with before you make the deal. Maxsight transforms Salesforce into a compliance-aware customer relationship management (CRM), helping organizations accelerate growth while staying risk-aware. It’s the clarity and confidence your sales team needs to move fast without compromising compliance processes. A subscription to Moody’s Maxsight unified risk platform is required.

Categories

Business Needs
Sales Productivity
Audit & Compliance
Industries
Horizontal Product
Personas
Administrator
Sales Representative / Manager
Other
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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