Tag Archives: Customer Lifecycle Intelligence

FullCircl Partners with Codat to create a frictionless and personalised experience for financial service providers onboarding and serving SME customers

London, 28th June 2022: FullCircl, the Customer Lifecycle Intelligence (CLI) platform that helps B2B companies in financially regulated industries do better business, faster, is delighted to announce a partnership with Codat, the universal API for small business data.

FullCircl’s mission is to help banks and financial service providers overcome their biggest challenges. Getting the right data on small business customers is one of those challenges.

Publicly filed accounts on small businesses, available through Companies’ House, don’t always accurately reflect current profitability or expenditure. By partnering with Codat, FullCircl can provide its users with seamless integrations to the accounting platforms used by 84% of UK SMEs. Combining this data with FullCircl’s rules-based automation mean FSIs get an instant real-time view of a customer’s financial health, plus can act with accelerated pace to find the right customers, onboard them faster, and keep them for life.

Commenting on the partnership Stuart Boardman, Director of Channels and Revenue Partnerships at FullCircl, commented:

“FullCircl is thrilled to partner with Codat to provide standardised accounting data through our Customer Lifecycle Intelligence platform, enhancing our capabilities and increasing the value we deliver for our clients by reducing the level of manual effort needed to onboard SME clients.”

Phil Low, Head of Partnerships at Codat added:

“We’re delighted to announce our partnership with FullCircl, hot on the heels of our $100m Series C. Across the 600+ financial institutions FullCircl works with, there are millions of SME customers being served. By providing those FSIs with the combination of Codat’s data infrastructure & FullCircl’s technology, small businesses will ultimately get a more frictionless and personalised experience from their financial service providers.”

FullCircl Partners with NayaOne Digital Sandbox to offer Customer Lifecycle Intelligence Transformation

London, 26th May 2022: FullCircl, the Customer Lifecycle Intelligence (CLI) platform that helps B2B companies in financially regulated industries do better business faster, is delighted to announce a partnership with the NayaOne Marketplace and its Digital Sandbox. This exciting partnership will provide regulated businesses the opportunity to unlock the intelligence needed to engage with the right business customers, accelerate their onboarding, and keep them for life.

Business customers expects a service that is fast, frictionless, and personalised. But due to the challenges faced by regulated businesses, they often end up optimising processes rather than maximising customer relationships. CLI from FullCircl addresses many of the costliest, most time consuming and critical challenges regulated businesses face – helping them win the right customers based on business requirements and risk appetite, accelerate onboarding through automated and perpetual KYC, AML, and credit checks, and keep customers for life through proactive engagement.

FullCircl offers a single solution to make better decisions across every stage of the customer lifecycle, reducing cost to acquire and serve by up to 80% through the combination of advanced data ingestion, validation and augmentation via web app, rules engine and API. By partnering with NayaOne, FullCircl will be accessible to a diverse range of financial institutions looking to accelerate their business transformation through the use of the sandbox product.

Commenting on the partnership Stuart Boardman, Director of Channels and Revenue Partnerships at FullCircl, commented: “We are delighted to partner with NayaOne, an innovative platform that shares our ambition to solve today’s biggest financial services challenges through collaboration. FullCircl is already trusted by more than 600 companies, but the digital sandbox environment will provide the opportunity for more regulated businesses to securely evaluate the customer lifecycle intelligence advantage.”

Oli Platt, Product Manager at NayaOne marketplace added: “We are excited to have FullCircl fully integrated to our tech marketplace and ready to test. The FullCircl integration enables financial services institutions to access to super-connected enriched data on companies and the officers inside them which will accelerate use cases from investments and deliver better business, faster.”