Onboard
D&B Onboard is a compliance and risk management platform from Dun & Bradstreet, designed for finance, procurement, compliance, and sales teams that need to verify business identities, screen for sanctions and watchlists, and document due diligence.
Publisher review
D&B Onboard is a compliance and risk management platform from Dun & Bradstreet, designed for finance, procurement, compliance, and sales teams that need to verify business identities, screen for sanctions and watchlists, and document due diligence. It is part of a broader credit and risk process, checking business details and ownership (KYB), TIN/EIN validation, and sanctions screening via APIs for high-volume checks, with clear dashboards, decision logs, and audit trails. The platform draws on Dun & Bradstreet’s global database of over 250 million contacts and a 97% data accuracy guarantee, offering reports like the Business Information Report™, Business Rating Report™, and Compliance Report. It serves organizations that need to vet vendors, customers, and partners for regulatory compliance, anti-money laundering (AML), and know-your-business (KYB) obligations.
D&B Onboard works by letting users fine-tune search with targeted criteria to find businesses quickly, then perform deeper investigations using the Identification Report for verification. The Compliance Report provides thorough regulatory due diligence to protect from risky persons and organizations, including beneficial ownership insights and sanctions screening. Users can uncover relationships within corporate structures to reveal deeper risk exposure, and monitor companies automatically with alerts. The platform includes tools to document due diligence at every step, with audit trails and decision logs to streamline compliance processes. It integrates with Dun & Bradstreet’s broader suite, including D&B Hoovers™ for sales intelligence and Risk Analytics for portfolio risk evaluation.
In the compliance and KYB market, D&B Onboard competes with Compliancely, Experian Business, Equifax Business, Creditsafe, and LexisNexis Risk Solutions. It also faces competition from sales intelligence and data enrichment platforms like ZoomInfo, 6sense, Cognism, Lusha, RocketReach, Seamless.AI, Apollo.io, and LeadIQ, though those tools focus more on lead generation than regulatory compliance. D&B Onboard’s advantage is its integration with Dun & Bradstreet’s extensive business data and credit scoring, but it is priced higher than some alternatives, with tiered subscription plans (Essentials, Premium, Ultimate) that require custom quotes.
Honest trade-offs: D&B Onboard’s pricing is opaque and likely expensive for small businesses, as it requires a sales conversation for any plan. The platform’s strength in compliance and KYB means it lacks the sales-focused features (e.g., email finders, phone number enrichment) that tools like ZoomInfo or Lusha offer. Some users report integration issues, particularly with Zoom and Teams for virtual meetings, and occasional problems downloading documents. The platform is built on Dun & Bradstreet’s data, which means its accuracy depends on that underlying data, and the 97% guarantee may not cover all use cases.
How it works
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Business verification
Verifies business details and ownership (KYB) using TIN/EIN validation and Dun & Bradstreet’s global database of over 250 million contacts.
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Sanctions and watchlist screening
Screens businesses and individuals against sanctions and watchlists to protect from risky persons and organizations.
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Compliance Report
Provides thorough regulatory due diligence with beneficial ownership insights, corporate structure analysis, and audit trails.
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Automated monitoring and alerts
Monitors companies automatically and sends alerts on changes to risk profiles, ownership, or compliance status.
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API for high-volume checks
Offers APIs to perform high-volume business verification and screening, integrating into existing workflows.
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Decision logs and audit trails
Documents due diligence at every step with tools to audit actions and streamline compliance processes.
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Identification Report
Verifies businesses using the Identification Report, confirming legal name, address, and registration details.
Strengths and trade-offs
Strengths
- User-friendly interface with clear dashboards and decision logs that simplify compliance documentation.
- Robust security measures including MFA, least-privilege access, and SOC 2 and ISO certifications.
- Strong support and training with onboarding, 24/7 support, online training, and webinars.
- Integration with Dun & Bradstreet’s global data covering over 250 million contacts and a 97% data accuracy guarantee.
Trade-offs
- Pricing is opaque and requires custom quotes for all plans (Essentials, Premium, Ultimate), making it expensive for small businesses.
- Zoom and Teams integration is not the strongest, with occasional issues downloading documents and poor PDF support.
- Limited collaboration and threading capabilities compared to dedicated board management or sales intelligence tools.
- Some users report integration issues with other systems, and the platform’s focus on compliance means it lacks sales-focused features like email finders.
Pricing context
Tiered subscription plans (Essentials, Premium, Ultimate) with custom, quote-based pricing; a free trial is available.
Getting started with Onboard
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Sign up for Onboard
Visit the D&B Onboard website and request a free trial or contact sales to set up your account. Provide your business details and verify your email to activate your subscription.
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Connect your data sources
Integrate your existing systems by configuring API connections or uploading business lists. Use the platform's settings to link to your CRM or ERP for seamless data flow.
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Configure compliance settings
Set up your screening criteria by selecting sanctions lists, watchlists, and risk thresholds. Define your KYB verification rules and enable automated monitoring alerts.
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Run a business verification
Enter a business name or TIN/EIN into the search bar to verify its identity. Review the Identification Report for legal name, address, and registration details, then check the Compliance Report for sanctions and ownership insights.
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Schedule automated monitoring
Enable automated monitoring for your verified businesses to receive alerts on risk changes. Set the frequency of checks and configure notification preferences to stay compliant without manual effort.
Frequently Asked Questions
What is D&B Onboard used for?
D&B Onboard is a compliance and risk management platform from Dun & Bradstreet. It helps finance, procurement, compliance, and sales teams verify business identities, screen for sanctions and watchlists, and document due diligence for regulatory compliance and anti-money laundering obligations.
How does D&B Onboard work for business verification?
D&B Onboard lets users fine-tune search with targeted criteria to find businesses quickly. It then performs deeper investigations using the Identification Report to verify legal name, address, and registration details, drawing on Dun & Bradstreet’s global database of over 250 million contacts.
What features does D&B Onboard offer for compliance?
Key compliance features include business verification with TIN/EIN validation, sanctions and watchlist screening, the Compliance Report with beneficial ownership insights, automated monitoring and alerts, decision logs, audit trails, and APIs for high-volume checks.
How much does D&B Onboard cost?
D&B Onboard uses tiered subscription plans called Essentials, Premium, and Ultimate, but pricing requires custom quotes from sales. A free trial is available. The platform is generally considered expensive for small businesses due to its opaque pricing structure.
What are the main competitors to D&B Onboard?
In the compliance and KYB market, D&B Onboard competes with Compliancely, Experian Business, Equifax Business, Creditsafe, and LexisNexis Risk Solutions. It also faces competition from sales intelligence platforms like ZoomInfo and Apollo.io, though those focus more on lead generation.
What are the weaknesses of D&B Onboard?
Weaknesses include opaque pricing that requires custom quotes, making it expensive for small businesses. It has limited sales-focused features like email finders, occasional integration issues with Zoom and Teams, and some users report problems downloading documents and poor PDF support.
Alternatives
How Onboard compares
Direct head-to-head against 3 competitors. Picked by 7wData.
Onboard
- Pricing
- Tiered subscription plans (Essentials, Premium, Ultimate) with custom, quote-based pricing; a free trial is available.
- Target
- D&B Onboard is a compliance and risk management platform from Dun & Bradstreet, designed for finance, procurement, compliance, and sales teams that need to verify
- Strength
- User-friendly interface with clear dashboards and decision logs that simplify compliance documentation.
- Watch for
- Pricing is opaque and requires custom quotes for all plans (Essentials, Premium, Ultimate), making it expensive for small businesses.
BoardEffect
- Pricing
- Custom/Contact sales
- Target
- Nonprofits, education, healthcare boards
- Deployment
- Cloud
- Strength
- Built-in agenda action items and surveys for non-profit governance
- Watch for
- Limited D&O questionnaires and board assessments compared to OnBoard
Diligent Boards
- Pricing
- Custom/Contact sales
- Target
- Large enterprises, public company boards
- Deployment
- Cloud
- Strength
- Advanced compliance and regulatory reporting for public companies
- Watch for
- Pricing escalation and complex setup reported by users
Nasdaq Boardvantage
- Pricing
- Custom/Contact sales
- Target
- Large enterprises, financial institutions
- Deployment
- Cloud
- Strength
- Deep integration with Nasdaq governance and compliance tools
- Watch for
- Acquired by Nasdaq; some users report feature bloat and higher cost
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Sources
Reporting on this tool draws on these publicly available sources.