Integrations

Connect with the stack you already run.

Keep your providers and systems while Wiseflow controls how they fit into the onboarding journey.

Providers and systems

The registry, credit, screening and banking data your policy relies on, and the systems an approved customer moves into. Wiseflow runs each one in the order your journey needs.

Companies House
Company details, officers and people with significant control come straight from the UK register into the record.
Company and registry
Creditsafe
Business credit reports and scores run at the step your policy calls for them.
Credit and business data
Dun & Bradstreet
Company data and business risk for customers in the UK and beyond.
Credit and business data
Experian
Commercial and consumer credit data for the business and the people behind it.
Credit and business data
Equifax
Credit data that sits beside the other checks, in the order your journey sets.
Credit and business data
ComplyAdvantage
Sanctions, PEP and adverse media screening for the company and its people.
Screening
LexisNexis
Risk and screening data, with every result kept on the case for review.
Screening
Veriff
Document and selfie checks for directors and owners, completed inside the journey.
Identity
Onfido
Identity document and biometric checks for the people behind the business.
Identity
TrueLayer
Open banking lets the customer share account data inside the journey.
Bank and open banking
Plaid
Bank account data shared by the customer, without uploading statements.
Bank and open banking
Bank account verification
Confirm the account belongs to the business before money moves.
Bank and open banking
Salesforce
The customer record stays in Salesforce, and the journey can write the outcome back.
CRM
HubSpot
Applications and outcomes can sit with the HubSpot record your team already uses.
CRM
Microsoft Dynamics 365
Approved customers and their records move into Dynamics 365.
CRM
Core banking and payments
An approved customer is handed to your core banking or payments platform, ready to trade.
Core banking and payments
DocuSign
Agreements are signed in the flow, then kept with the record.
E-signature