Compliance & Analytics

Connect your account to regulatory compliance services, risk management platforms, and data analytics tools.

Start in Integrations Hub and review Connect Methods before setup.

Browse other categories: AI and Utilities, Banking and Finance, CRM and Marketing, and Productivity and Collaboration.

Integration	Description	Available in	Connect
Dun & Bradstreet	D&B Direct+ Identity Resolution and Search: cleanse-match, cleanse-match with fraud risk signals, extended match (match + append attributes) for businesses.	—	Connect via UDG (not yet available)
Socure RiskOS	Unified identity decisioning platform with evaluation submission, KYC/KYB, and identity verification tools.	—	Connect via UDG (not yet available)
CoreLogic	Property data, flood zone determination, and collateral risk intelligence for real estate lending.	—	Connect via UDG (not yet available)
Cotality	Property intelligence, valuation, and collateral analytics for lending and risk assessment.	—	Connect via UDG (not yet available)
FEMA	Federal flood hazard data and maps for property risk validation and regulatory compliance.	—	Connect via UDG (not yet available)
First American	Title insurance, property data, and settlement services for mortgage and real estate transactions.	—	Connect via UDG (not yet available)
Fiserv (Compliance)	Compliance, fraud, and risk management solutions for financial institutions and payment providers.	—	Connect via UDG (not yet available)
Internal Revenue Service (IRS)	Tax transcript verification, income validation, and regulatory compliance for lending workflows.	—	Connect via UDG (not yet available)
LexisNexis Risk Solutions	Identity verification, fraud prevention, and risk intelligence for KYC, KYB, and compliance workflows.	—	Connect via UDG (not yet available)
NCUA APIs	National Credit Union Administration data and regulatory APIs for compliance and reporting.	—	Connect via UDG (not yet available)
Small Business Administration (SBA)	SBA loan program eligibility, guaranty verification, and government-backed lending compliance.	—	Connect via UDG (not yet available)
Thomson Reuters	Regulatory intelligence, tax compliance, and legal research for financial institution compliance.	—	Connect via UDG (not yet available)
Verafin (Nasdaq)	Fraud detection and AML compliance platform for financial crime monitoring and regulatory reporting.	—	Connect via UDG (not yet available)
doola	Form US companies (LLC / C-Corp) for your customers, retrieve formation documents, and look up reference data via the doola Partner API.	App Builder, Agent Builder	Connect (sandbox; production on request)

---

Analytics

Data analytics, business intelligence, and performance reporting platforms.

Integration	Description	Available in	Connect
Google Analytics	Run GA4 reports for traffic, user behavior, campaigns, and period comparisons on a selected property.	App Builder, Agent Builder	Connect
AnalyticsPro	Credit union analytics and performance reporting for lending, deposits, and member growth.	—	Connect via UDG (not yet available)
Larky	Rewards-based marketing platform driving member engagement through personalized incentives.	—	Connect via UDG (not yet available)
Medallia	Experience management and customer feedback platform for measuring and improving member satisfaction.	—	Connect via UDG (not yet available)
Moody's	Financial statement spreading, credit analysis, and commercial lending analytics for underwriting.	—	Connect via UDG (not yet available)
Onovative	Marketing automation and member engagement analytics for credit unions and community banks.	—	Connect via UDG (not yet available)
Qualtrics	Experience management platform for surveys, feedback, and customer insights across digital channels.	—	Connect via UDG (not yet available)
Snowflake	Cloud data platform for analytics, data sharing, and enterprise reporting across financial data.	—	Connect via UDG (not yet available)
Trellance / OnApproach	Data analytics and business intelligence for credit unions including data warehousing and reporting.	—	Connect via UDG (not yet available)
Databricks	Run SQL against Unity Catalog tables, orchestrate jobs and workflows, manage clusters and SQL warehouses, and query model serving endpoints using Databricks OAuth 2.0 (U2M).	App Builder, Agent Builder	Connect
Windsor.ai Google Analytics 4 (GA4)	Pull GA4 traffic and conversion data and blend it with other sources via Windsor.ai.	App Builder, Agent Builder	Connect

Use cases

Integration	In App Builder	In Agent Builder
Google Analytics	Build a marketing analytics dashboard with traffic, conversions, and campaign performance.; Create a product usage reporting app for monitoring user engagement and drop-offs.	AI agent that summarizes website performance and highlights key changes.; AI assistant that detects traffic anomalies and recommends next actions.
Databricks	Build a data analytics/BI app querying governed tables via Databricks SQL Warehouses.; Create a data pipeline monitoring dashboard that tracks job runs and cluster status.	AI agent that answers natural-language questions by generating and running SQL against Unity Catalog tables.; AI assistant that triggers and monitors Databricks jobs/workflows and reports on run status or failures.

Market data

Market and company data services.

Integration	Description	Available in	Connect
Alpha Vantage	Retrieve historical stock, forex, and crypto data, technical indicators, fundamentals, and news sentiment.	App Builder, Agent Builder	Connect
Crunchbase	Research companies and people, retrieve funding rounds and investors, track acquisitions, and pull news signals from Crunchbase.	App Builder, Agent Builder	Connect

Use cases

Integration	In App Builder	In Agent Builder
Alpha Vantage	Build stock market dashboards with realtime price tracking and analytics.; Create portfolio monitoring and financial trend analysis applications.	AI agent that tracks market movements and summarizes investment insights.; AI assistant that detects unusual market activity and provides trading or risk alerts.
Crunchbase	Build an investor research and due-diligence tool.; Create a market intelligence dashboard for target accounts.	AI agent that alerts on funding events for watchlisted companies.; AI assistant that compiles company briefs before sales calls.

---

Maintained by Abhishek Paul AI-assisted, human-approved