For the complete documentation index, see llms.txt. This page is also available as Markdown.
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Compliance & Analytics

Connect your workspace 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
Source
Connect Method

Dun & Bradstreet

D&B Direct+ Identity Resolution and Search: cleanse-match, cleanse-match with fraud risk signals, extended match (match + append attributes) for businesses.

UDG

Connect via UDG

Socure RiskOS

Unified identity decisioning platform with evaluation submission, KYC/KYB, and identity verification tools.

UDG

Connect via UDG

CoreLogic

Property data, flood zone determination, and collateral risk intelligence for real estate lending.

UDG

Connect via UDG

Cotality

Property intelligence, valuation, and collateral analytics for lending and risk assessment.

UDG

Connect via UDG

FEMA

Federal flood hazard data and maps for property risk validation and regulatory compliance.

UDG

Connect via UDG

First American

Title insurance, property data, and settlement services for mortgage and real estate transactions.

UDG

Connect via UDG

Fiserv (Compliance)

Compliance, fraud, and risk management solutions for financial institutions and payment providers.

UDG

Connect via UDG

Internal Revenue Service (IRS)

Tax transcript verification, income validation, and regulatory compliance for lending workflows.

UDG

Connect via UDG

LexisNexis Risk Solutions

Identity verification, fraud prevention, and risk intelligence for KYC, KYB, and compliance workflows.

UDG

Connect via UDG

NCUA APIs

National Credit Union Administration data and regulatory APIs for compliance and reporting.

UDG

Connect via UDG

Small Business Administration (SBA)

SBA loan program eligibility, guaranty verification, and government-backed lending compliance.

UDG

Connect via UDG

Thomson Reuters

Regulatory intelligence, tax compliance, and legal research for financial institution compliance.

UDG

Connect via UDG

Verafin (Nasdaq)

Fraud detection and AML compliance platform for financial crime monitoring and regulatory reporting.

UDG

Connect via UDG


Analytics

Data analytics, business intelligence, and performance reporting platforms.

Integration
Description
Source
Connect Method

Google Analytics

Run GA4 reports for traffic, user behavior, campaigns, and period comparisons on a selected property.

Platform

Connect BYOK

AnalyticsPro

Credit union analytics and performance reporting for lending, deposits, and member growth.

UDG

Connect via UDG

Larky

Rewards-based marketing platform driving member engagement through personalized incentives.

UDG

Connect via UDG

Medallia

Experience management and customer feedback platform for measuring and improving member satisfaction.

UDG

Connect via UDG

Moody's

Financial statement spreading, credit analysis, and commercial lending analytics for underwriting.

UDG

Connect via UDG

Onovative

Marketing automation and member engagement analytics for credit unions and community banks.

UDG

Connect via UDG

Qualtrics

Experience management platform for surveys, feedback, and customer insights across digital channels.

UDG

Connect via UDG

Snowflake

Cloud data platform for analytics, data sharing, and enterprise reporting across financial data.

UDG

Connect via UDG

Trellance / OnApproach

Data analytics and business intelligence for credit unions including data warehousing and reporting.

UDG

Connect via UDG

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