Make better use of your time & money
Financial services providers are all competing for the best business customers. Most have invested in expensive frontline relationship teams or sophisticated digital channels – but the cost to acquire and serve continues to rise.

Higher customer expectations and increasing regulation can quickly make a profitable customer unprofitable. But what if there was a way to drive down the cost to acquire the best customers and anticipate their needs so your team is never on the back foot? Now, there is.

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FullCircl

Providing the information needed to drive company growth, identify strategic opportunities, and manage supply chain risk. Key use cases are for corporate sales, marketing, procurement, finance, and investment functions. 

B2B data service providers source information from public and private sources.  GDPR compliance is a requirement: with regard to personal data, data owners must have consented or 'opted in' for their data to be shared.




B2B data

Providing your company with the business leads that are right for you; the leads that will become your customers.

Lead generation

A website that provides factual information on any subject

Information portals provide quantitative and qualitative data, and can vary from being strategic, so companies can understand what is going on in their own and customer sectors, to being more focused on specific business information needs, such as identifying, for example, which companies in which sectors may be potential customers, along with possibly also including the information confirming who the initial key contact points would be.

Information Portal

Sales enablement delivers higher sales volumes, greater levels of opportunity conversions, and overall increased sales efficiency.

Sales enablement can be provided by internal sales and marketing functions, external advisory and consulting services, and / or by platforms and technologies that enable insights into sales performance, and identify behaviours, strategies, and  approaches to improve sales efficacy.

Sales enablement is a cornerstone of a company's GTM or Go To Market Strategy.

Sales enablement services can be in the form of people (e.g. Sales Development Representatives - SDRs), process (improving sales processes), or technology (platforms provided or operated to support sales growth).

Sales Enablement

Providing strategy and consultancy services so that appropriate corporate governance is in place, enterprise risk is managed, and regulations are complied with.

Providing technology platforms that assist with GRC.

GRC - Governance, Risk, and Compliance

KYC is the due diligence stage before onboarding a customer or client: performing sufficient investigation and checks so that both the identity of the prospective client (individual or corporate) and the nature of the prospective client as a good faith actor, not subject to international sanctions, and has not been involved in criminal activities can be confirmed.

CDD is under KYC, and represents ongoing monitoring of client behaviour, including financial activities, and assessing risk, particularly with regard to the purpose of the relationship with the service provider.

KYB is the term for exclusively corporate due diligence, i.e. due diligence on corporate entities, rather than due diligence on individuals.

A further term used under KYC, is EDD - Extended Due Diligence -  for particularly high risk clients such as Politically Exposed Persons, and when doing business in high-risk countries.

EDD is a further level of checks to avoid doing business with any individuals or companies engaged in fraud, money laundering and terrorist financing, under Anti Money Laundering / AML ,finance of terrorism  / CFT and further legislation.

Know Your Customer (KYC), Know Your Business (KYB), and Client Due Diligence (CDD)

A broad and fast evolving category of services, as technology developments enable ever more powerful insights into data.  Business information services include offerings from company database search services, to company directories, to market research, competitor analysis, lead generation, marketing and sales support.

Business information services

Do better business, faster Unlock the intelligence you need to engage with the right business customers, accelerate onboarding – and keep them for life.