About
TR CLEAR integration connects your Salesforce CRM to one of the most trusted investigative services on the market. You get access to a collection of comprehensive public and proprietary records, along with sophisticated analytics, all within a single working environment.
Locate, identify, and connect the facts you need:
TR CLEAR Salesforce integration gives FinServ professionals the risk management and due diligence information to make smart business decisions
Faster, simpler, effective:
The CLEAR integration for Salesforce reduces the investigation process to a matter of minutes. Run pulls in seconds, get the results quickly returned to Salesforce, parsed onto usable fields, and store the reports on the record
Intelligent tools for more accurate decisions:
Create custom preferences and filters according to your exact risk tolerance levels. Quick Analysis Flags give you instant snapshot of a person/ business to determine if a more thorough investigation is needed