Red Flag Alert — Credit Check & Find Leads
v2.15
Enrich and credit check your Salesforce accounts with live Red Flag Alert data, and find and create new B2B leads — without leaving Salesforce.
- Automated enrichment of account records
- Credit checks, risk scores and company insights
- Find and create new company leads with associated contacts
- Portfolio Manager — monitor company risk with real-time alerts
- Customisable field mapping
Red Flag Alert — Digital IDV & AML
v1.04c
Make Anti-Money Laundering compliance easy. Run Digital ID Verification (IDV) and AML checks on your Salesforce contact and account records and attach the completed check reports.
- Digital ID Verification & AML checks on contacts and accounts
- Attach completed check reports to records
- Manual monitoring or automated via the scheduler
- GDPR-compliant, low-cost, audit-ready
Red Flag Alert — Portfolio Manager
Part of Credit Check & Find Leads
Monitor company risk across your customer and prospect base and receive real-time alerts inside Salesforce, with account records enriched automatically. Portfolio Manager is included with the Credit Check & Find Leads app.
- Track insolvency risk, credit scores and CCJs
- Monitor company events (PEPs, gazette notices, filings)
- Auto-refresh Red Flag Alert data on associated account records
- Automatic notes summarising relevant events
