: CreditSafe

Pinnacle creates CreditSafe integration within Intapp Open Intake & Conflicts for Wiggin LLP

As part of a project to replace an ageing new business intake system with Intapp Open Intake & Conflicts, Pinnacle’s Technical Services team developed an integration within Intapp’s Integration Builder product to harvest directors, Shareholders and other details from CreditSafe’s API to feed the information in to the new conflicts engine. The integration saves the conflicts team considerable amounts of time gathering this information and adding it to the conflict check and also ensures that the client name is the registered name.