To streamline its KYC processes with automated checks, Wictor Family Office decided to integrate Roaring’s solutions seamlessly into Salesforce.

Wictor Family Office was founded in 2014 and offers solutions to complex financial, legal and family-related matters. Its services include wealth management, as well as advice on insurance, corporate structure, tax planning and pension planning.

Wictor Family Office needed to simplify its KYC processes and move from manual to automated checks with the Swedish Companies Registration Office. The choice of solution was straightforward thanks to Roaring’s smooth and fully automated solutions, together with the seamless integration with Salesforce, the CRM system used by Wictor Family Office.

“Through Roaring, we have been able to automate time-consuming processes linked to KYC and AML work with both new and existing customers. Because all processes run automatically in the background, we receive immediate matches and can follow up on any flagged changes,” says Sara Viktorsson, Founder and CEO of Wictor Family Office.

Roaring automatically retrieves updated information from company registries across the Nordics.

When Roaring receives information about authorised signatories, beneficial owners and board members, the information is compiled so that all possible signatory combinations can be provided. This information is then logged in Salesforce for each customer. As a result, compliance work has become easier, the risk of manual errors has decreased, and customer data is always kept up to date.

“The experience of everything working without hassle benefits our entire organisation without requiring a great deal of time for maintenance, which makes it both time-efficient and cost-efficient.”

– Sara Viktorsson, CEO of Wictor Family Office

“We strongly recommend Roaring’s services to others who want to streamline their processes for KYC, customer onboarding and anti-money laundering. If you also use Salesforce as your CRM tool, the services can be integrated seamlessly, which further simplifies day-to-day operations,” says Sara Viktorsson.

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