AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Roaring Insights - Easy KYC, AML & CDD

We’re information driven

Overview

With Roaring insights you can collect, control and verify information on your customers and prospects, as well as conduct KYC and AML screenings for PEP and Sanctions, without ever having to leave Salesforce. Currently available for the Nordic and Spain

1 of 8

  • Save time with faster customer and prospect control: Speed up your customer and prospects controls by gaining all the insights you need from one source.

  • Information quality assurance: We take great pride in delivering high quality information that’s continuously updated around the clock, so that you never have to second guess the insights you get.

  • Minimize risk and ensure compliance: Perform your KYC and AML processes by screening for PEP and Sanctions, directly in the app.

With Roaring insights you can collect, control and verify information on your customers and prospects, as well as conducting KYC and AML screenings for PEP and Sanctions, without ever having to leave Salesforce. + Conduct screenings for PEP and Sanctions + Perform fast KYC checks on prospects and customers + Check every piece of company and person information you need, in one place The app lets you retrieve information for businesses and individuals in Sweden, Norway, Finland, Denmark and Spain. We are continuously launching more countries. For more information: https://www.roaring.io/en/price-roaring-insights/

Categories

Business Needs
Contract Management
Audit & Compliance
Data Cleansing
Industries
Financial Services
Professional Services
Retail
Personas
Business Operations Manager
Sales Representative / Manager
Service Agent / Supervisor
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

More from Kycio AB

  • Kycio
    by Kycio AB
    No Ratings
    We help you gather the right information from different sources, at the right time and in line with regulations to simplify your MiFID and AML processes. So you can minimize the time spent on administration and focus more time on customer relationships.