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.
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.
Book a Demo“Our partners see First AML, not a generic portal. Deal registration went from a chase-up over email to something our accountants do themselves in under a minute.”
Michael SadanHead of Partnerships, First AML01THE CHALLENGE
Spreadsheets couldn't keep up with the channel
First AML's partnerships began as a handful of accounting-firm referrals tracked in spreadsheets and email threads. As the network grew past a hundred firms, 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
Registration in under a minute, overlap they can act on
With deal registration self-served by partners and mapping surfacing co-sell opportunities, First AML's team spends less time on admin and more time closing joint deals. Every partner deal now lives in Salesforce by default, with no re-keying and no lost registrations.
<1 minAverage partner deal-registration time
100%Registered deals synced to Salesforce
3×More co-sell opportunities surfaced by account mapping
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.
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