Onboard faster by handling all your regulatory checks within Salesforce
Our unique Agentforce enabled Salesforce plugin empowers your business to centralize every aspect of your due diligence process within the CRM — no more juggling multiple systems.
With native integration into Salesforce, every check is automatically logged against the CRM record, providing a slick user experience and comprehensive audit trail and updates.
Boost productivity, accelerate onboarding, and strengthen compliance with ease. The result? A faster, smarter workflow that gives you a real competitive edge.
Improve customer experience with streamlined onboarding
Build trusted relationships with new customers and business partners
Turn Onboarding into a Competitive Advantage
In a world where customers expect instant results, slow onboarding can hurt both your brand and your bottom line. Compliability flips the script—transforming onboarding from a bottleneck into a seamless, powerful experience. Welcome new customers and suppliers effortlessly, without the friction of drawn-out processes.
Rapid AML/KYC Checks
Run complete regulatory checks and onboard a new client in minutes, not days
Instant Credit Screening
Leverage comprehensive international business risk information with instant Agentforce powered decisions
Ongoing Compliance
Automated and on-demand reverification throughout the customer lifecycle
Powerful features for accuracy and efficiency
AI Assistence
Compliability uses custom AI models to accurately review all the results of a complaince check, provide risk assessments, and suggest further action where needed.
Lightening Ready
With Salesforce Lightening compliance you get the benefit of an efficient experience with a modern look and feel. Key features include a highly customizable page layout, enhanced reports, and dashboards
Clear Reports
Once an AML check has been run, the results appear in a single report that is clear and easy to understand and can be downloaded in seconds.
Advanced Filtering
Every screen includes a range of filtering options suited to the screens context. Users can rapidly drill in to find what they are after, even amongst thousands of cases.
Supports Teams
Cases can be assigned to members within a team, allowing them to be distributed to the most suitable individual at any point in the workflow. As a user logs in to Compliability the Home dashboard displays their assigned cases, ready to go
Monitoring
Compliability does not only check a subjects compliance status at onboarding, but also throughout their client lifecycle. With regular automated checks and alerts, you never miss a crucial compliance change.
See it in action
Let one of our highly-trained AML experts demonstrate the multi-award winning Compliability AML and compliance Salesforce plugin.