Thomson Reuters is collaborating with Salesforce to help clients onboard new customers quickly and efficiently while meeting anti-money laundering obligations. The collaboration allows users of the Salesforce AppExchange to access Thomson Reuters World-Check, a database of risk intelligence data that supports Know Your Customer (KYC) due diligence, through the Thomson Reuters customer risk screener application.
The customer risk screener application is designed to drive improved workflow and help clients onboard and manage customer screening on the Salesforce customer relationship management (CRM) platform. The application will be accessible through Salesforce’s sales cloud, financial service cloud and service cloud.
Debra Walton, managing director, customer propositions, Financial & Risk, at Thomson Reuters, says: “By working with Salesforce, we will help mutual customers in the ongoing fight against financial crime through our customer risk screener application. The application will simplify and accelerate the customer due diligence process and connect client account records, reducing manual requirements. This approach reduces costs and improves the overall experience for our customers and their clients.”