Release notes: Launching Native Finance Essentials

13th Jul 2021
Launching Native Finance Essentials
Release notes highlight recent product improvements we’ve made so you can easily stay up to date on what’s new.

What's new

essentialsIntroducing Native Finance Essentials

We’re launching Native Finance Essentials, a new set of features to help you manage deals in one place. 

Get started by adding tasks to a deal and assigning them to the right person. Add any relevant files to the task and a due date. The assigned person will get notified to help get those tasks complete.

Introducing Native Finance Essentials

essentialsCustomer data requests: Get the info you need

Don’t get lost in the back and forth requesting files and info from your customers. With Native Finance Essentials, you can now send data requests to your customers. Your customers will receive access to a deal room, personalised with your corporate branding.

Customer data requests: Get the info you need

essentialsDeal progress: Manage your deal through to completion

You can now keep track of deal progress as tasks get completed. See all the outstanding, in progress and completed tasks all in one place on Native Finance Essentials. Monitor activity on tasks and access a clear audit trail if needed.

Deal progress: Manage your deal through to completion

essentialsYou can now chat with your customers and team members

Is there any information that you still need from your team or customers? Provide them with feedback on the files they've provided and any data gaps. Available now on Native Finance Essentials.

You can now chat with your customers and team members

TrackImproved coverage: Jersey companies now added

We’ve improved the coverage of Native Finance Track with Jersey companies now available. This is the first important step in ensuring our product has coverage of offshore entities.

Easily find intelligence on Jersey based companies now using our company search feature.

Improved coverage: Jersey companies now added

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