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CUSTOMER STORY

How First AML turned a referral list into a co-sell engine

First AML runs anti-money-laundering onboarding for thousands of regulated firms. As their referral network grew, Airstride gave them a white-labelled partner portal, Salesforce and Slack in the flow of work, and deal registration their partners actually use.

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Our partners see First AML, not a generic portal. Deal registration went from a chase-up over email to something our partners do themselves in under a minute.
Michael SadanMichael SadanHead of Partnerships, First AML
01THE CHALLENGE

Spreadsheets couldn't keep up with the channel

First AML's partnerships began as partner referrals tracked in spreadsheets and email threads. As the network grew, the cracks showed: no single view of which partners were active, no branded place for partners to log a deal, and account overlap nobody could see until it was too late.

The partnerships team spent more time chasing status updates than building the relationships that actually drove pipeline.

02THE SOLUTION

A white-labelled channel, wired into the tools they already run on

Airstride gave First AML a configurable partner portal carrying their own logo and colours, so partners stay inside the First AML brand from sign-in to signed deal. Behind it, two-way Salesforce sync lands every registered opportunity in the CRM, and Slack alerts notify the team the moment a partner submits one.

Account mapping ties it together, overlaying First AML's pipeline against each partner's book of business to surface warm intros and co-sell plays automatically.

03THE RESULTS

£1.2M in partner-sourced pipeline, and registration in under a minute

In its first six months on Airstride, First AML's channel produced £1.2M in partner-sourced pipeline and closed 38 partner deals. Account mapping did much of that work, turning vague introductions into named shared accounts the team could act on.

Deal registration is self-served, so partners log opportunities instead of working around the process. Every registered deal lands in Salesforce by default, with no re-keying and no lost registrations.

£1.2MPartner-sourced pipeline in the first 6 months
38Partner deals closed in the first 6 months
<1 minAverage partner deal-registration time
WHAT THEY USE

The pieces of Airstride doing the work

Four capabilities First AML leaned on to turn a manual referral process into a managed channel.

CONFIGURABLE

A portal that looks like First AML

Per-tenant logo, colours and domain mean partners never leave the First AML brand. Configuration, not a rebuild.

INTEGRATIONS

Salesforce and Slack, in the flow

Registered deals sync straight to Salesforce and a Slack ping lands the moment a partner submits an opportunity.

DEAL REGISTRATION

Self-served in under a minute

Partners log and protect their own opportunities with a short form. No email chains, no double entry.

ACCOUNT MAPPING

See the overlap, find the co-sell

Map First AML's accounts against each partner's to surface shared targets and warm intros worth acting on.

INTEGRATIONS

Connected to the tools First AML already runs on

Deal registration writes to Salesforce; partner activity surfaces in Slack. No tab-switching, no manual exports.

Salesforce
Slack
YOUR CHANNEL, NEXT

Ready to give your partners a channel like First AML's?

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