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CustomerSuccess
Beyond Compliance
DEMO
DEMO ENVIRONMENT

Customer Success

Health scores, adoption tracking, renewal forecasts, and AI-powered recommendations.

76
Avg Health Score
4
Healthy
5
At Risk
1
Critical
90%
Renewal Rate
7
Active Trials
Customer Health (10)
75

Developer/OEM Partner (Sandbox)

developer
6 modules
Adoption: Medium
cloud
At Risk
75

SME Corporate (Sandbox)

sandbox
8 modules
Adoption: Medium
cloud
At Risk
90

PSPM Dealer Network (Sandbox)

sandbox
10 modules
Adoption: Medium
cloud
Healthy
90

Global Bank Enterprise (Sandbox)

sandbox
12 modules
Adoption: High
cloud
Healthy
90

Demo Bank

enterprise
15 modules
Adoption: High
private_cloud
Healthy
75

Demo Fintech

financial crime professional
8 modules
Adoption: Medium
cloud
At Risk
75

Demo PSPM Dealer

pspm professional
9 modules
Adoption: Medium
cloud
At Risk
90

Demo SME Corp

beyond compliance professional
11 modules
Adoption: Medium
cloud
Healthy
20

Demo Export Co

essentials
Expired
7 modules
Adoption: Medium
cloud
Critical
75

Demo Government Regulator

government
8 modules
Adoption: Medium
air_gapped
At Risk
Renewal Forecast
Total ARR (est.)$108,000
Renewal Rate90%

Upcoming Renewals

No renewals in the next 90 days

Trial Pipeline

Active

7

Converted

1

AI Recommendations & Cross-Sell
KYC / CDD / EDD
KYB / UBO

Business onboarding detected — KYB recommended

Sanctions
PEP / RCA

Sanctions screening active — PEP screening recommended

Dealer Network
Trade AML

PSPM dealer network active — Trade AML recommended

Vendor Due Diligence
Sanctions

Vendor risk active — Sanctions/KYB screening recommended

Transaction Monitoring
Mule Detection

Transaction monitoring active — Mule Detection recommended

API Explorer
Enterprise Operations Center

High API volume detected — EOC recommended at enterprise scale