Corporate services firms grow the expensive way. Every new client brings a proposal drafted by hand, a document pack chased over email, data re-typed from inbox to spreadsheet to invoice — and the default fix has always been more admin headcount. Margin leaks one manual step at a time.

Corporate Services Cloud™ changes the equation. One Salesforce-powered platform runs your entire client lifecycle — proposals, onboarding, documents, billing and service — with AI agents working alongside your team, 24/7.

It arrives tailored to this industry, not adapted to it — a native Salesforce industry vertical: a no-code onboarding builder, WhatsApp-integrated proposals, a branded client portal, bank-account-opening and accounting-automation modules, a UAE-eInvoicing-ready invoicing hub and AgentIQ — three prebuilt AI agents. Deployment is guided end to end, available for every corporate-services jurisdiction globally.

The commercial case is speed: proposals close up to 89% faster, response rates rise 65%, and conversion triples — while onboarding stops consuming the margin it used to.*

*Results reported across Kompetenza deployments — for information purposes only; outcomes vary by firm and process.

Walk one new client through your firm and count the touches. A proposal assembled in Word. A KYC pack chased over three email threads. The same passport uploaded twice. Data re-typed from inbox to spreadsheet to CRM to invoice. No single step is broken — together, they are the most expensive machine you own.

The traditional fix is people. Every wave of growth brings another coordinator, another shared mailbox, another tracker. Costs rise in a straight line with clients; response times rise with them. The firm gets bigger without getting faster.

Corporate Services Cloud™ takes the other route: a platform built specifically for corporate service providers — trust companies, formation specialists, global service groups — with the industry’s workflows and templates already inside, on Salesforce infrastructure.

The strategic point is sharper than cost. Clients now judge providers by experience — how fast the proposal arrives, how effortless onboarding feels, whether they can see status without asking. Firms that industrialise that experience win the file. Firms that don’t will keep losing to whoever answers first.

PDF invoices emailed from an accounting app won’t qualify. Billing must produce structured e-invoices and credit notes that transmit and exchange through the designated system — for you, and for the client entities you administer.

The Invoicing & Payment Hub and Accounting Automation issue, transmit and exchange compliant structured e-invoices and credit notes automatically — validated data, an audit-ready archive on every client record, nothing re-keyed.

Handles enquiries as they arrive, automates onboarding flows, resolves service requests — and spots upsell opportunities inside the client portal.

Engages prospects the moment they show up, personalises proposals, and works across languages and time zones — outreach scales without headcount.

SOPs, training, insights and documentation centralised and answered instantly — fewer internal queries, faster new-joiner ramp-up.

Proposals in minutes. Onboarding without the chase. One record of truth across every service line. AI on every file, around the clock — and a firm that scales without scaling headcount.

Days per proposal while competitors answer in hours. Unbilled admin buried in every file. Clients judging your firm by its slowest process — and choosing accordingly.

Entity administration, registers, filings and KYC refreshes — high-volume regulated workflows where automated collection and verification pay back first.

High enquiry volumes and speed-sensitive buyers — proposal speed and self-serve onboarding convert directly into win rate.

Multi-service journeys — formation, licensing, visas, accounting — coordinated across teams and borders. Milestone tracking keeps every party aligned.

Recurring engagements, renewals and document-heavy deadlines — automated requests remove the January chase for good.

Many service lines, one client — a single record, portal and invoice across all of them, with cross-sell finally visible in the data.

Wherever repeatable services meet regulated paperwork, the platform fits. Your service list becomes the configuration — not a custom build.

Yes — and you’ll be glad you did. Corporate Services Cloud becomes your CRM, and our expert team takes care of it all: full data migration, setup, reporting and workflows — rebuilt better than you had them. ERP and other systems connect via Kompetenza Hub.

Guided end to end, starting from pre-built industry components — not a blank build. Scope and timeline are confirmed at discovery (see page 15).

No. Onboarding journeys and workflows are designed in a drag-and-drop process builder — your own team builds and changes them, without writing code.

A branded portal: live progress, secure document uploads and real-time messaging with your team. Fewer status calls, a visibly better experience.

It’s WhatsApp for Business, integrated into the platform and end-to-end encrypted — proposals sent personally or by your AI assistant, with delivery tracking and digital signatures.

Three prebuilt AI agents — service, sales development and knowledge — working natively inside your platform, 24/7, improving with every interaction (see page 10).

Across Kompetenza deployments: proposals closing up to 89% faster, response rates up 65%, conversion tripled. Your baseline at the demo determines your own case.

No — and it isn’t only for one market. It’s modular and available for all corporate-services jurisdictions globally: start where margin leaks most, then roll it out as one global CSC and EOR Cloud infrastructure across every office.

Corporate services operations live inside portals. Free-zone applications, registry filings, KYC refreshes, bank submissions, invoice runs — high-stakes, repetitive work that today means a person logging in, re-typing and chasing. It is the most expensive part of every file.

Operational AI replaces the typing, not the judgement. An interconnected system of agents learns your workflows — shown once, or described in plain language — then runs them end to end across any system or portal, with or without an API, pausing at the approval gates your team defines.

It arrives in Q4 2026 as part of Corporate Services Cloud™: the same Salesforce foundation, the same client portal, the same records — with agents working inside them around the clock. Every action is permissioned, encrypted and on the audit trail.

The proof already exists at global scale: the underlying agent platform runs live operations that return over 91,000 hours a month and handle 1,000+ cases automatically — with reconciliation that took 20+ days now done in minutes.*

*Results from the underlying agent platform in production across multiple jurisdictions and workflow types — for information purposes only; your baseline is established at the demo.

Deploy as many agents as the work demands. More clients, more filings, more markets — without growing the ops team to match.

At volume, human accuracy has limits. Agents surface anomalies, expiring documents and exceptions before they become problems — every run.

Every workflow your team runs makes the system smarter. The longer it runs, the more capable the whole operation becomes.

Your operations team records, configures and approves every step directly. If your team can do it manually, an agent can be taught to do it.

Agents access any system: Salesforce, the client portal, free-zone portals, banking portals, government sites.

Each agent is aware of the others, hands off cleanly and shares context — like your best-run team, not a row of macros.

Static automation breaks when things change. This adapts — building your firm’s institutional knowledge with every run.

Corporate services firms sell events. A company is formed, a licence issued, a fee banked — and the transaction ends. Your clients have started buying something else: ongoing outcomes. They want teams on the ground in new markets, often long before they want an entity there.

Employer of Record (EOR) closes that gap — and changes the shape of your revenue. Every employee a client hires through you becomes monthly recurring margin, earned whether or not this month’s pipeline performs.

EOR Cloud CSP™ is a complete, already-built EOR business for corporate services providers: a Salesforce sales and operations platform, Deel’s compliant employment infrastructure in 150+ countries, and Kompetenza’s engineering, training and launch support. You bring the clients. Everything else already exists. Typical time to live: around 30 days.

The commercial case fits on one line: seven average deals cover the platform for a year — and a modest three deals a month ends year one at roughly €126,000 of recurring revenue, around five times the platform cost.*

*Illustrative gross-margin figures, for information purposes only — not guarantees.

Watch how your clients actually expand now. They no longer form a company, wait for licences, open bank accounts and then — months later — hire. They hire first. A sales lead in Riyadh, two engineers in Tallinn, a country manager in Dubai: real teams testing real markets, long before anyone commits to an entity.

The infrastructure making that possible is Employer of Record. A compliant local employer engages the worker on the client’s behalf; the client directs the work; the provider runs contracts, payroll and statutory compliance. What used to require a subsidiary now requires a signature.

The market has noticed. Industry forecasts put global EOR at close to $10 billion by 2030, growing at double-digit rates — driven not by exotic use cases but by the most ordinary one there is: a company that wants one more person in one more country.

For corporate services providers, the strategic point is sharper. Employment is becoming the entry product for international expansion — bought ahead of formation, accounting and visas. Firms that add EOR now will own that client relationship end-to-end. Firms that don’t will keep referring it away, and will watch their referral partners learn to sell formations.

Your team learns the platform, the proposition and the sales process — how to spot an EOR enquiry, price it and close it. The objective is winning business from week one, not after a quarter of self-study.

Onboarding, go-live guidance and operational best practice from the Kompetenza team. We stand the business up with you — configuration, workflows, first quotes — not just hand over logins and wish you luck.

Partner success reviews, AI enhancements, platform updates and delivery expertise as your book grows. When an unusual case appears, you have specialists behind you — not a ticket queue.

From €2,000 a month — less than one back-office support function — with the platform, global employment infrastructure, training and launch support included.

€126,000 a year left behind. 35% of enquiries referred away. Clients trained to buy expansion elsewhere — and retained by whoever said yes.

Free-zone and mainland structures make Dubai the region’s default landing point. Companies hire country managers and sales teams months before choosing a licence — employment leads formation here.

Vision-2030 programmes are pulling international project teams in at speed. Firms staff up for tenders and delivery long before a local entity is justified.

Mature, well-served — and still growing. Post-expansion companies routinely outsource payroll and HR after the entity opens, keeping providers in the revenue long after formation.

E-residency and a deep Baltic tech talent pool make Estonia a hiring destination in its own right — developers employed compliantly while the product finds its market.

An EU gateway with English-language administration. Companies test European operations from Malta with small compliant teams before committing to full incorporation.

Volumes shown are an illustrative index of relative EOR employee demand, not measured market data. Your own client base determines where you win first.

No. Workers are employed through Deel’s established global infrastructure. You operate the client relationship and the commercial layer; the licensed employment machinery already exists.

Deel’s local entity is the legal employer of record. Your client directs the day-to-day work; statutory employment obligations sit with the EOR.

You do. The relationship, the contract and the invoice are yours — the platform prices the deal and produces the quote behind it.

Your own. The AI pricing engine recommends market-tested pricing by country; the margin on top is your commercial decision. This document assumes €300 per employee per month as an average.

No — it feeds it. Expansion-first clients incorporate once the market is validated, and that formation lands with you, perfectly timed (see page 06).

That is the good outcome. Employees transfer to the new entity, you earn the formation — and payroll, HR and accounting typically stay with you afterwards.

None in particular. EOR Cloud runs on Salesforce and connects to your existing Salesforce — or to the CRM you currently use — as part of setup.

Same-day. Once trained, a hiring enquiry becomes a compliant, priced multi-country quote in minutes — which is how the 35% stops being referred away.

Your entire firm, engineered. Proposals, onboarding, portal, billing, accounting and AI — one platform built natively on Salesforce for corporate service providers. Not software you assemble — a working operation you switch on, available for all corporate-services jurisdictions globally and deployable as one global CSC + EOR Cloud infrastructure.

Salesforce is the foundation. This is the building. Formation journeys, KYC packs, proposal templates and AgentIQ arrive pre-built. A blank org takes quarters; a tailored vertical takes weeks.

Chatbots talk. AgentIQ acts. Service, sales and knowledge agents live inside your records — resolving requests at 3am, drafting proposals in any language, and spotting the upsell your team would have missed.

It already runs one at global scale — 91,000+ hours returned every month on the underlying platform. From Q4 2026 those agents work your portals: IFZA applications filled, documents chased, invoices reconciled — your team approving at the gates.

Enterprise-grade or nothing. Salesforce security, end-to-end encrypted WhatsApp, role-based access, human approval gates and a full audit trail. Autonomous — never unsupervised.

Handled before it’s mandatory. Structured e-invoices and credit notes issued and exchanged natively under the Electronic Invoicing System (Ministerial Decision No. 243 of 2025). Compliance as a feature — not a scramble.

Faster than your next planning cycle. A guided launch in four phases on pre-built industry components. Your team ships proposals, not implementation tickets.

That’s part three. EOR Cloud CSP™ adds recurring employment revenue on the same platform — proposals closing 89% faster, conversion tripled, and every placed employee paying margin monthly. One family, both engines.