CRM App

Seamless integration with Dynamics 365.

Access business critical information directly in your CRM.

 
 

Using our app can significantly enhance your data and Microsoft Dynamics experience by streamlining access to up-to-date, accurate company and personal data.

  1. Verify company and personal data

  2. Be compliant through PEP and Sanctions screening

  3. Quickly perform KYC checks on prospects and clients

  4. Ensure contracts are signed with the correct legal entities

Integrate essential business data into Dynamics without the need for coding or extensive integration projects. Simply install Roaring Insights from the CRM Dynamics 365 PowerApp, start performing searches, and save the information for easy future access. You can also monitor for any changes.

Customer case

How Garantum enhanced onboarding and risk management with Dynamics and Roaring 

Garantum, a leading financial services provider known for its personalised investment solutions, aimed to enhance their customer onboarding and risk management processes. To achieve this, they sought a streamlined and efficient approach by integrating their Dynamics-based CRM and back-office systems with Roaring. 

 

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 Dynamics CRM?