Peter Guldberg: Customer onboarding became significantly easier

Peter Guldberg

"I knew that I needed to find a solution around GDPR requirements and money laundering," says Peter Guldberg, who chose Creditro because his solution had to be both complete and at a fair price.

A need for half- and even quarter CFO partners was a growing demand from smaller companies whose budget or needs often did not extend to a full-time CFO position. With an international financial analyst and portfolio manager background, Peter Guldberg captured a business opportunity. He started Sunbrick Business Service, which assists his clientele with finance, business intelligence, accounting, and bookkeeping tasks.

"I knew that I needed to find a solution around GDPR requirements and money laundering, so I researched the market, Googled my way, and talked to colleagues and people in the same industry as myself," says Peter Guldberg. He has, since September 2021, been a customer of Creditro.

Easier onboarding process

When Peter Guldberg uses Creditro's platform, customers automatically receive a questionnaire after he has entered their information, and the automation of the communication, as well as the fixed framework on the platform, has, according to Guldberg, facilitated everyday life.

"It's significantly easier to onboard new customers. I have a checklist that I can abide by. Much of the communication happens automatically," says Peter Guldberg,

adding:"It's just become a much easier process in many ways."

Get to know your customer at a reasonable price

"What is money laundering?" is the fifth most searched within money laundering. It's not a coincidence because the law is strict and has many rules. It is, therefore, no wonder that many want a complete and bulletproof solution. And complete was also what Peter Guldberg was going for.

"I inquired what solutions were out there, then I looked through it and chose Creditro because it seemed the most accessible. And the complete solution," says Peter Guldberg,

He describes the platform as "a full solution with everything you need 'in that direction' and at a reasonable price."