Customer master data governance with credit, risk, AI and ERP integration.
Automate customer onboarding, credit analysis and approval levels in a single, secure and traceable workflow.
From data entry to ERP, CRM and third-party integration, your company gains speed to sell and confidence to approve.
CLIENTE SATISFEITO
Everything you need to onboard, analyze and approve customers
Replace manual processes with automated governance — validations, external queries, risk analysis and integration with your corporate systems.
SAP certified add-on: governance inside your ERP
MDM+ BRO is a SAP-certified add-on installed directly in your ERP environment. This eliminates complex integrations, keeps data in the same system and leverages the security and governance already in place in your infrastructure.
SAP Certified
Certified to run natively on SAP, with no adapters or external connectors.
Data in the same environment
Customer master data, business rules and approvals run inside SAP, with full traceability.
Automated transactional analysis
Cross transactional data such as sales orders with customer master data and business rules to trigger automatic analyses and actions.
From onboarding to credit approval, all in the same workflow
The platform drives the entire customer governance process end-to-end.
- 01
Pre-registration
Collection of data, documents and commercial information via form, portal, CRM or ERP.
- 02
Automatic validations
Public data queries, bank details, documents, compliance and master data enrichment.
- 03
Credit and risk analysis
Serasa and COFACE integration for score, risk, recommendations and limit suggestions.
- 04
AI for predictive analysis
Cross-checks public data, credit bureaus and internal information to flag risks and points of attention.
- 05
Approval levels
Approvals configurable by risk, requested limit, region, segment, portfolio or internal policy.
- 06
Master data and native integration with SAP and CRMs
Approved records distributed to corporate systems with full traceability.
AI applied to make decisions faster and safer
AI agents review documents, compare information, spot inconsistencies and support decision-making in the credit workflow — cross-checking public data, internal information, customer history, credit bureaus and business rules.
Use cases
- Review of customer-submitted documents
- Detection of master data inconsistencies
- Support for credit limit recommendations
- Flagging of risks and red flags
- Suggested routing for approval
- Automatic summary of the analysis for approvers
Automation of customer master data creation
The project represents a significant advance in optimizing ArcelorMittal Brasil's processes. With the goal of automating approximately 450 new records per day, previously performed manually, it integrated and automated the customer onboarding processes across multiple sales-force solutions and CRMs into SAP ERP — resulting in a remarkable simplification and an improvement in data security.
- 450
- records per day
- 100%
- integrated with ERP and CRM
- +80%
- automation
More speed to sell. More confidence to approve.
With AKQUINET, your company reduces manual tasks, accelerates customer onboarding and improves the quality of credit decisions.
Shorter onboarding time
Less rework and inconsistencies
Credit analysis embedded in the process
Fully traceable approvals
Continuous risk monitoring
Data integrated with ERP and CRM
Turn customer onboarding into an automated, intelligent and secure process.
Talk to our consultants and see how the MDM+ BRO platform can accelerate onboarding and credit analysis for your customers.