User Trainings

D&B Onboard is an application that allows compliance objectives to be met effectively by enabling Customer Due Diligence (CDD) processes to be carried out worldwide

  • Duration : 1h05
  • Price : FREE
  • Type : Online training
  • FR + EN
French training

Expectations

  • Make a company search and request an investigation.
  • Screening companies.
  • Generate different types of reports and know how to read their contents.
  • Manage your portfolio and create folders (sub-portfolios).
  • Customize and export a report.
  • Put companies under monitoring.

Le programme

The D&B Onboard webinar is a training course covering all the functionalities of the application. The topics covered are : the company search, the consultation and customisation of reports, the screening, the portfolio and the alerts.

  • Warning : emails ending with @gmail, @yahoo, @outlook etc ... won't be accepted.

The trainers

Xavier Egea

Customer Success Advisor

Xavier Egea, Customer Success Advisor. A dynamic and attentive expert with more than 10 years of experience in the customer care, Xavier will be your compliance guide during the discovery of the D&B Onboard application with empathy and educational skills.