01
Separate logins, lost context
Bouncing between Salesforce and another tool loses the thread between the record and the decision.
Platforms / Salesforce
Salesforce
The full ClearSignal platform, running inside Salesforce.
Credit reports, AML screening, the Decision Assistant, portfolio monitoring and every AI feature, running natively on your Account, Opportunity and Contact records. No separate logins, no manual copying, no context lost.
Native to Salesforce · One workflow · Audit-ready records
On record · liveACCOUNT · ACME DISTRIBUTION
Acme Distribution Ltd
IndustryWholesale distributionOwnerJ. ReyesTerms60-day net
DetailsRelated ClearSignal
No separate loginSalesforce native
Running natively on your CRM records
AccountOpportunityContactCredit & AMLDecision AssistantPortfolio monitoring
Why decisions leak context
When the data lives outside the CRM, so does the decision.
02
Manual copying introduces error
Re-keying results between systems is slow and a source of mistakes you can’t afford in compliance.
03
Records are hard to defend
When the evidence sits elsewhere, reconstructing a defensible decision at audit is painful.
What changes with ClearSignal
One workflow. Consistent policy. Defensible records.
01
No context lost
Every credit check and compliance decision stays on the record, unified rather than scattered across systems.
02
Policy applied consistently
Your rules apply the same way across every case, right inside the CRM your team already lives in.
03
Documented and defensible
Data, rules applied, AI reasoning and sign-offs are written back automatically and stored audit-ready.
Capabilities
The whole platform, on the record.
Business credit reports
Credit reports and scoring on the Account, Opportunity or Contact.
AML screening
Screen against 1,000+ global sources without leaving Salesforce.
Decision Assistant
Cited recommendations surfaced directly on the record.
KYB, KYC & ownership
Entity verification and ownership tracing inline.
Policy-to-Rules engine
Your policy automated and applied consistently across cases.
Portfolio monitoring
Real-time alerts and re-checks on the records you care about.
On the record
Everything on the record, nothing in another tab.
Credit, AML, the Decision Assistant and monitoring run natively on your Account, Opportunity and Contact records, writing the decision straight back.
AccountOpportunityContactCredit & AMLDecision AssistantMonitoring
One integration · all systems connected
Frequently asked
Questions Salesforce teams ask.
Yes. The full platform runs inside Salesforce on Account, Opportunity and Contact records. No separate login, no tab-switching.
Yes. Full decision records, including data, rules applied, AI reasoning and sign-offs, are documented automatically and stay on the record.
Yes. The Policy-to-Rules engine applies your rules the same way across every case.
Credit reports, AML screening, the Decision Assistant, KYB/KYC, ownership verification, EDD workflows and portfolio monitoring.
Book a 15-minute walkthrough
Bring credit and compliance into Salesforce.
See the full ClearSignal platform running natively on your CRM records, with policy applied consistently and every decision documented.
Native to SalesforceCredit & AMLDecision AssistantAudit-ready