Guides

When market conditions are volatile and competitive, which levers do you pull to drive growth? Here are three reasons to engage with partners.

Risk assessment has always been an integral part of the banking and insurance world, but 2020 set about a new transition in the way we look at risk management.

Managing risk is becoming ever more complex, which makes it important to try and see risk in real-time. Find out more about key risk triggers.

Sales triggers are a hugely effective tool for sales teams to prioritise, find out how you can supercharge prospecting with real-time company insights.

Client onboarding is the induction process a company undertakes when it brings on a new customer. Find out more.

There are multiple types of due diligence depending on your business goals. DueDil outlines the different types of due diligence in this useful guide.

Selling to a broad variety of industries and sizes of customer can make it hard to know where to focus your sales, marketing and product development efforts.

Find out more about how to effectively onboard clients with a process that balances speed, customer experience and risk management.

Find out more about conducting IT due diligence when taking over or merging with another company is key to a smooth transitional period.

Learn more about how white space analysis can help identify the most profitable areas of your customer base.

Customer due diligence is the process a company undertakes to establish who its customers are by acquiring proof of their identity. Learn more.

Find out how using best practice data cleaning techniques can reduce the strain of manual entry and messy inaccurate data.