Setting the standard for scalable compliance and growth

A need for seamless onboarding

As a challenger, high-growth advisory group, Sedulo needed to deliver seamless KYC, AML, and onboarding journeys that felt fully on-brand while keeping pace with their ongoing rapid international expansion. At the same time, they wanted a data and compliance partner that mirrored their own values: modern, innovative, and geared towards growth businesses.

Sedulo’s brand experience is a non-negotiable, even during heavily regulated processes like KYC, AML, and client onboarding. They needed clients to feel that every touchpoint, including digital onboarding, visibly came from the Sedulo group of brands rather than a generic third-party system.​

“It’s a non-negotiable for us that people see our brand when we’re doing the KYC and the AML and the onboarding processes,” said Paul Cheetham-Karcz, Founder and Managing Partner​

Beyond brand control, Sedulo faced several operational challenges. They were looking for a partner that shared their challenger mindset and commitment to growth, rather than defaulting to the familiar legacy providers. Their SDRs and non-financial teams also needed access to tools that were both powerful and easy to use, since many users across the organisation weren’t qualified accountants.

Reaching the right kind of growth businesses wasn’t easy; the team needed a way to uncover true “golden nuggets” using accurate growth scores and dynamic company data. Without real-time monitoring, critical client changes and emerging risks could easily slip through the cracks. And with international expansion on the horizon, into markets like Dubai, Ireland, and the US, they required a platform capable of scaling alongside their ambitions.

Red Flag Alert became a core platform across their sales, onboarding, and client service functions, supporting a steep multi-year growth journey and international expansion plans.

“When the initial client receives their onboarding information, it comes from us and it looks and feels like it comes from a Sedulo group of brands,” said Paul Cheetham-Karcz, Founder and Managing Partner​

Smarter prospecting and real-time client insight

Sedulo selected Red Flag Alert as a strategic partner because it reflected their own characteristics: challenging, fresh, modern, and innovative. They saw strong alignment in values and the potential for a long-term partnership that would develop at the same pace as their own.

Red Flag Alert is now embedded across multiple stages of their client lifecycle. SDRs use Red Flag Alert before all prospecting activity to access instant, up-to-date, dynamic information and the growth score, helping them target the right prospects efficiently. The platform underpins KYC, AML, and onboarding processes in a way that looks and feels like Sedulo’s own brand, preserving a consistent client experience.

“We wanted to go with someone that more reflected us… someone that was challenging, that was fresh, that was modern, that was innovative,” said Paul Cheetham-Karcz, Founder and Managing Partner​

Accountancy and other service teams use Red Flag Alert to keep all key client information at their fingertips, supporting better advice and service. The software’s usability and friendly interface mean sales, new business, and onboarding teams, including those who are not financially trained, can confidently access and interpret the data they need. Real-time monitoring ensures Sedulo does not miss vital pieces of information, improving both efficiency and risk awareness across many business touchpoints.

“One of the things the team spoke about particularly was how easy the usability is for them. They find the ease of use of the software to be pretty important,” said Paul Cheetham-Karcz, Founder and Managing Partner​

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