GLOBAL RADAR CASE: SALESFORCE INTEGRATION
With complicated platform integration and merging, OMI helped Global RADAR retain a big client – a multi-billion dollar financial institution.
About Global RADAR
For over 14 years, Global RADAR has helped businesses create secure digital environments. They are the leader in client onboarding, customer due diligence and transaction surveillance. Their mission is to make it easier to open accounts in a secure digital environment while ensuring compliance with global regulatory requirements and leverage sophisticated analytics to ensure suitability of clients profiles.The company offers solutions for transaction monitoring, prevention of money laundering, screening clients, and ensuring compliance with global regulations.
Challenge
Global RADAR’s client, a multi-billion-dollar financial institution needed to add regulatory compliance & anti-money laundering capabilities to its existing CRM. The main challenge was to merge the Salesforce CRM with Global RADAR’s financial compliance and risk management platform and to support the bank’s needs. This required great care as any minor error in the integration of two systems could lead to huge losses in revenue due to fines for non-compliance.
How OMI helped
First, the team conducted thorough technical analyses of the existing software and infrastructure setup. Afterwards, OMI organized a number of detailed client interviews to understand the client’s needs. Test environments were set up to ensure the proposed solution satisfied the client’s requirements before migration to the proposed solution. OMI management efforts have enabled an institution with hundreds of locations all over the world to handle the drastic changes in the internal infrastructure.
Result
The main result of the completed Salesforce integration for Global RADAR was retaining a huge client. Without the merging of the two platforms, Global RADAR’s cooperation with the financial institution would be compromised, losing the company a lot of stable revenue.
“Partnering with OMI ensured that we brought our software to the next level. We met customer needs and also enhanced our software solution to what’s current. So we can grow our technology, grow our offering and promote our solutions.”
Dominic Suszek
Founder & CEO
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