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Thomson Reuters CLEAR Salesforce Integration
Quickly Verify Persons and Businesses with TR CLEAR on Salesforce
- Requires
- None
- Compatible With
- Sales CloudPlatform CloudFinancial Services Cloud
Improve your investigative capabilities and optimize your Risk and Fraud solutions with Thomson Reuters CLEAR on Salesforce. Confirm identities, conduct onboarding risk analysis, and investigate individuals and businesses in a single environment
Highlights
Confirm Identities Quickly Verify people and businesses quickly by comparing information against continuously updated data. Understand key risk factors immediately by reviewing detailed criminal history.
Faster, simpler, effective The CLEAR integration for Salesforce reduces the investigation process to a matter of minutes.Run searches in seconds,get the results quickly returned to Salesforce, parsed onto usable fields, and store the reports on the record
Intelligent tools for more accurate decisions Create custom preferences and filters according to your exact risk tolerance levels. Quick Analysis Flags give you instant snapshot of a person/ business to determine if a more thorough investigation is needed
Provider Details
Cloudsquare
Los Angeles, CA
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2018
Website
Email
Phone
833.344.8850Cloudsquare is the #1 end-to-end lending platform for brokers and lenders, built natively on Salesforce and trusted by America’s fastest-growing financial firms. We help streamline loan origination, servicing, and management with scalable workflows and a personalized approach to implementation. Our all-in-one loan origination and loan management system supports a wide array of lending products and industries, including: Commercial Lending, Consumer Loans, Agricultural Lending, Auto Loans, BNPL (Buy Now, Pay Later), Bridge Loans, Construction Financing, Consumer Lending, Embedded Lending, Equipment Finance, Equipment Leasing, Factoring, Franchise Financing, Green Energy Financing, Green Energy Loans, Hard Money, Healthcare Financing, Invoice Factoring, Legal Lending (Pre-Settlement Funding), Merchant Cash Advance (MCA), Microfinance, P2P Lending, Purchase Order Financing, Real Estate Lending, Revenue-Based Financing (RBF), SBA Loans, Student Loans, Term Loans, Working Capital Loans Recognized on the Inc. 5000 and rated a top AppExchange solution, Cloudsquare powers the future of lending.
Pricing Details
Paid Add-On Required
You must pay for a product or service that is external to Salesforce for this solution to work.
Thomson Reuters CLEAR