CRM App

Install a ready-made integration in Salesforce.

Collect, control and verify customer and prospect information, monitor changes, and conduct KYC and AML screenings for PEP and sanctions – without ever having to leave Salesforce CRM.

 
 
 

Business-critical information on tap in your CRM

Integrate business-crucial information straight into Salesforce – no need for coding or heavy integration projects. Just install Roaring Insights from Salesforce AppExchange and start performing searches. Save the information for easy access in the future and monitor for changes.

 
 

  1. Check every piece of company and person data you need

  2. Conduct screenings for PEP and Sanctions

  3. Perform fast KYC checks on prospects and customers

  4. Ensure that you are signing contracts with the correct legal counterpart

Customer case

Wictor Family Office boosts efficiency with Roaring's automated KYC solutions and Salesforce integration

Seeking to streamline their KYC processes and receive automated controls, Wictor Family Office decided to join forces with Roaring. By integrating its solutions seamlessly with Salesforce, the automation enhances overall efficiency and cost-effectiveness.

 

How does the app work?

Check out the quick overview below to see some key features and possibilities.

 
 

Explore the data we have on companies and individuals

Accessible for the Nordic countries and Spain.

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Bank accounts

Securely access your users’ bank account information.

Beneficial owner

Beneficial owners are who ultimately owns or controls a company, association or other type of legal entity, or who benefits from someone else acting on their behalf.

Board members

Information about a company's executives such as the board, CEO and auditor.

Business prohibition

A person under business prohibition is not allowed to run a business, be a partner in a trading partnership, serve on the board of a limited company, or sign on behalf of a company.

Company case register

A company’s open and previously closed cases at Bolagsverket.

Legal information

Enhance your mitigation processes, screen companies and its board members for legal occurrences.

Owner structure

Owners of a company and how much they own. Both companies and/or individual ownership percentage is presented.

Politically exposed person (PEP)

Information about all politically exposed persons in Scandinavia and the world. We distribute this information to any company that follows under the EU anti-money laundering directive.

Get in touch

Want to start using Roaring in your Salesforce CRM?