Product release notes

We’ve improved our prospecting tool to help you save time and uncover opportunities like never before. By streamlining search and expanding options to filter, the new search interface helps customers identify companies that fit their bespoke criteria in less time and with greater flexibility.

Advanced search filters

Narrow down your search criteria with precision using our 90 filters in 10 different groups. Find prospects by financial characteristics, geography, industry, credit profiles, ownership characteristics and more.

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Additional Boolean criteria

Improve your prospecting capabilities with the addition of Boolean criteria. Now, you can create highly customised and precise search queries using Boolean logic, helping you accurately target lists.

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Customised results table

Display the data that matters most with our new customised results table feature, allowing you to build a results table that aligns perfectly with your prospecting strategy.

Team collaboration

Streamline your team’s efforts by sharing saved searches as a template to make it easier and faster for other colleagues. Sharing is simple, and colleagues can see that a search has been shared with them.

Intuitive user interface

Our revamped user interface is all about making your search journey easier. You can now seamlessly interact with your list during the Find process. Navigate effortlessly to a company profile and back to your existing session. You can also sort columns on your screen, making it easier to focus on what matters to you.

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While we continue to enhance our search function, our core features remain within Find Companies.

Save searches

Create and save core search criteria and refine them for different scenarios.

Export data 

Export data, including mortgages and charges and people data to work with this data offline.  

Follow companies

Follow companies by adding them to watchlists. E.g. Top 10 prospects.

Monitor changes

Add companies to a watchlist to keep on top of any changes in directors or risk scores.

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We’ve added more information, the ability to share, and a fresh new design to our email notifications.

Tracking/Flags emails:

We’ve incorporated additional information within the emails to provide you with a better understanding of flagged issues. Now, in addition to the number of flags, there's information about each flag and direct links to our platform, allowing you to quickly access and address any concerns. These emails will continue to be delivered weekly.

‍Sector News emails:

In addition to delivering the latest updates and developments from chosen sectors; our Sector News email now provides the ability to easily share insights on your preferred social channels. This means you can effortlessly spread the latest industry trends, breaking news, and valuable news with your network, fostering a collaborative and informed community and providing reasons to engage with customers or prospects. This email will continue to be delivered weekly.

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We are excited to announce a comprehensive update to the user interface with new features and more insights to enhance your experience.

Let’s delve into the changes across various sections.

Company page

Briefing tab: The Briefing tab now includes a company logo accompanying the name and a convenient ‘Report’ button to download company information in a PDF format. Trend lines have also been added to get a quick glance at the financial information of a company.

‍Engagement Signals: View the last six Engagement Signals (increased from three), with additional information displaying percentage changes for a more nuanced understanding.

‍Tabs and information: Tabs have been replaced with a streamlined quick overview of company, finance, and credit, providing a more efficient and user-friendly interface.

Notes have been removed to ensure that the most important and relevant information is displayed on the Briefing page.

Social Tab: Twitter plugin has been temporarily removed.

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Data tab

Address: We’ve added all trading addresses and an additional map view feature. Click on any address to see its location on the map and link through to street view.

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Financials: Experience a wealth of financial data with an expanded five years’ worth of information, inclusive of Year-on-Year comparisons and percentage changes for a more comprehensive financial overview.

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‍Credit Risk: A new and improved Credit Risk view allows users to seamlessly switch between graph and table views, presenting information in the format that best suits your needs. A download report button has been added to enable users to create a PDF report to include the information they want to appear in the report.

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CCJ and Legal Notices: Formerly known as Legal, the tab is now labelled CCJ & Legal Notices.

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Ownership: The Ownership tab has been improved to include Ultimate Beneficial Owners (UBO) and Persons of Significant Control (PSC), conveniently grouped together for a more insightful analysis.

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Shareholders: Dive into Shareholders data through a dedicated tab, featuring an updated data format based on user feedback, presented in both table and pie chart views.

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Corporate Structure: Previously Corporate Family Tree, the Corporate Structure tab has been renamed to Corporate Structure.

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In addition, the data sections have been reordered to group together sections that are related to each other.

Our new Report feature enables users to download all the information we hold on a company in a PDF format. It can be customised at the point of download, enabling users to select what goes into the report based on use cases.

‍‍Improved design and format: The new Report button generates a PDF of the report in a new, refreshed design.

Additional content: Users can include more of the information we hold on a company within the report.

Customisable report: The report can be customised at the point of download, enabling users to select what goes into the report based on use cases.

The new Report button replaces the Print and Email buttons on the Data tab. The Report button can be found in the company profile header section.

A report can also be generated from the Credit Risk tab.

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We’re revamped our platform. The new design is more than just a visual upgrade; we’ve also improved the navigation to ensure you can find what you need quickly and efficiently.

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We’ve integrated ComplyAdvantage PEPs and Sanctions data to provide a powerful onboarding and risk management tool. Now, you can effectively screen individuals and entities against global sanctions lists and identify high-risk customers, ensuring your business stays one step ahead of potential risks.

Benefits include:

• Compliance with regulatory requirements
• Identification of potential risks
• Mitigation of reputational risk

Why ComplyAdvantage

• 1000s of sources contribute to the comprehensive global coverage of PEPs, Sanctions and Watchlists
• All PEP profiles checked for updates daily
• Sanction updates every 15 minutes
• 70% reduction in false positives

The Commercial Delphi Score on our platform provided by Experian has been upgraded from Gen 3 to Gen 6. This upgrade incorporates Experian's latest credit scoring advancements, providing even more accurate and insightful credit risk assessments. Allowing you to make informed decisions confidently, minimise risks, and optimise your lending processes.

The latest version of Commercial Delphi is Experian’s most accurate yet, combining an enhanced blend of data assets to deliver increased predictive power and informed credit decisions.

Increased predictive power enables organisations to make more effective decisions across the whole credit lifecycle, from customer acquisition and onboarding to portfolio management and collections.

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We’ve introduced Experian credit data within our API to streamline your acquisition and onboarding process. Seamlessly integrate up-to-date Experian datasets into your systems, applications, and workflows. The integration enhances your data-driven decision-making capabilities and saves precious data acquisition and processing time.

Endpoints include:  

• Commercial Delphi score
• History of credit score
• CCJs
• Payment data
• Days beyond terms

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We’ve added new credit and risk-based triggers that provide alerts to changes in a customer's creditworthiness and risk profile. This update to Engagement Signals will provide additional information on changes to customers' credit and risk data and give users more frequent updates, not only when accounts are filed.

This proactive approach enables you to make informed decisions swiftly and mitigate potential risks.

New credit and risk-based triggers include:

• Days beyond term change
• Commercial Delphi score change
• Credit limit change

Recognising the needs of our clients, we have expanded our API offering with a range of new use-case-focused modules. Our API library now offers specific datasets that align perfectly with your business requirements to help acquire new business, accelerate onboarding, and keep customers for life. 

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We’re thrilled to announce an updated suite of products marking the next exciting chapter in the evolution of our business as we strive to help financially regulated organisations overcome their biggest commercial challenges.

Initially launching with three distinct solutions (SmartBanker, SmartBroker, SmartOnboard), developed in partnership with experts from the banking, insurance, and wider financial sectors, allows us to uniquely cater for the specific needs of our customers.

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SmartBanker

SmartBanker is designed specifically for frontline corporate, commercial, and business banking and financial services teams - business development, relationship management and account management.

It includes all the relevant features from our FullCircl Engage solution plus additional features to provide the most comprehensive data set and features to streamline workflows, acquire new business, and increase client retention.  

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SmartBroker

Designed specifically for insurance brokers by insurance brokers, SmartBroker delivers rich, contextualised company information on every business in the UK and Ireland and increases sales distribution capacity.

By leveraging data-driven insights, brokers can identify new opportunities and build strong, long-term relationships that drive growth and revenue.

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SmartOnboard

SmartOnboard has been designed to help financial institutions enhance the efficiency and effectiveness of their commercial customers’ onboarding processes by leveraging data-driven insights, helping with regulatory obligations, and meeting customer demands.​

We’ve added a new Premium Data Extension to our portfolio. You can now find Credit and Risk data from Experian on the Company Data page.

Data includes

• Risk Summary
• Commercial Delphi Score
• Credit Essentials
• Credit Limit and Credit Rating History Graph
• Payment Days Beyond Terms Graph

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We’ve added a Follow button on Group Explorer which allows you to follow a company directly from the Group Explorer feature.

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We've improved our ownership and corporate family tree data. Understanding company ownership structures and beneficial owners can help to improve customer onboarding, reduce risk through ongoing monitoring, and meet regulatory requirements.

The improved Ownership data tab now includes the following:

• New Summary of Ownership
• New Companies House Persons of Significant Control
• New Beta Ultimate Beneficial Owners. This will be available to all customers in the Beta version but will become a Premium Data Extension (PDE) once it’s launched.
• Updated Shareholder  information - data from the BIG

The improved Corporate Family Tree data tab includes:

• Updated Corporate Family Tree - data from the BIG bringing it in line with Group Explorer
• Direct link to Group Explorer from Corporate Family Tree
• Additional Subsidiary data
• New Portfolio companies

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Financials on the Data and Briefing page are now updated daily via the Business Information Graph (B.I.G.).

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The HMRC Import and Export data feature has been updated to include historical data.

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Knowing who sits on the board of directors in a company can reveal important insight into how the company operates. We’ve improved Director information for Registered companies.

Our data is now updated daily and includes

• New Director Summary Data
• Changes to the list of Director data returned and its filters – including retired and closed directorships and a change to filter options
• Director profiles – additional information added, including identifying shareholders, closed/retired directors, and disqualifications
• Directorships overview – a summary of an individual’s directorship, the complete list of companies, and the ability to follow those companies directly from the overview section

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We’ve made improvements to the FullCircl panel in CRM solutions enabling you to see the number of Engagement Signals for your target companies.

These signals notify you of Next-Best-Actions to take on an account, helping to mitigate risk, facilitate deeper client engagement and maximise growth opportunities.

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This enhancement enables businesses to programmatically screen customers based on their customised rules and policies using the FullCircl decision engine. Helping businesses to:

• Reduce cost to acquire and serve: increase speed and efficiency by automating manual effort, including when pre-screening potential customers
• Automate onboarding decisions: automatically execute compliance checks at the point of origination, automate onboarding decisions and store the results for future reference and audit, and pre-approving credit for underwriting decisions.

We’ve added a HMRC Import and Export data Premium Data Extension to our portfolio.

HMRC Import and Export data allows users to identify which of their customers are trading internationally and understand where they may need additional support or products.

Accessed from the Data page, the HMRC Import and Exports tab allows users to view one month’s worth of data. Users can search for a specific line item by description or code, and filter between import and export.

This will be sold as a Premium Data Extension (PDE).

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We’ve added a new feature which provides a visual way to discover company hierarchies to improve onboarding speed and reduce risk. Group Explorer makes it easy for frontline and middle office teams to navigate entire company structures, drill into parent companies and subsidiaries, and see international linkages to:

• Understand a company’s organisational hierarchy
• Identify the relationships between customers/prospects and other group entities
• Visually explore Ultimate Beneficial Ownership (UBO) to satisfy regulatory requirements

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