Luna + StackGo
Run compliance from inside Luna. Checks start from a record and the result lands back on the client.
Also listed under Marketing
Luna is a sales tool that helps you get your outbound sales work done in minutes.
Description supplied by Luna.
What starts a check
You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.
| Event | What StackGo does | What comes back |
|---|---|---|
| A deal or opportunity is won | Starts intake and runs identity | Status on the contact |
| A contact is created | Sends a branded verification request | Verification status |
| Contact details change | Re-screens against sanctions and PEP lists | Updated status, alert if changed |
What StackGo puts back on the record
A Luna connector would write the outcome, the status and a link to the result onto the record by default. These are the fields StackGo can write on the systems it connects to today.
- Verification status
- Risk rating
- Last checked
- Report link
- Verified name
- Date of birth
- Document checked
- Screening result
- Beneficial owners
- Form responses
- Verification report (PDF)
Personal fields are off by default. What goes back to your CRM explains the default; what each field holds is set out in what “integrates with” actually means.
Want Luna connected?
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