Experience Cloud

  • Reimagined Touchpoints
  • Richer Experiences
  • Better Business Outcomes
Facilitating a seamless & wholesome experience for your customers, employees & partners

With Salesforce Experience Cloud, you can drive more sales, deliver world-class customer support, manage your content, and engage – all from one centralized platform.

We work with you to design a customized branded shared space that your customers can use to access their personal information and content such as loan portfolio, payment history, and forthcoming installments.

Designing intuitive, connected spaces to facilitate clear communication, seamless collaboration and smart user experience
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Branding & User Interface
By incorporating your logos, colors, visual elements, and intuitive navigation, we create a consistent, recognizable, and unique user interface for your customers that aligns with your brand identity
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Streamlined Loan Application
Build intuitive application forms that guide customers through the process, automate data collection, and ensure seamless data flow reducing errors and accelerating application processing
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Omni-Channel Engagement
Creating consistent messaging and branding across various channels such as websites, mobile apps, and more with mobile-optimized solutions, and easy-to-use and responsive interface
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Self-Serve Capabilities
Design and customize customer portals where borrowers can access their personal and loan information, make payments, view statements, track application progress, and request support – independently
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Data Analytics & Insights
Analyze customer behavior, preferences, and engagement patterns to help identify upsell and cross-sell opportunities, improve risk assessment, and make data-driven decisions to optimize lending strategies
See what FinTech Spectrum can do for you
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Salesforce Consulting
& Advisory
Helping you make informed decisions in this complex and ever-changing lending industry
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Salesforce
Implementation
Simplifying the way, you manage loans using Salesforce-enabled process flows, making lending easier.
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Salesforce
Development
Designing workflows to help you originate, score, decide, and document your lending deals with Salesforce.
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Managed
Services
Ensuring your continued wins after Salesforce implementation with streamlined loan management journeys.
Remote Salesforce Team
  • tick Salesforce Certified
  • tick Flexible
  • tick Cost Effective
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Salesforce Integrations
  • tick Simplify
  • tick Automate
  • tick Accelerate Lending
Lead Aggregator
  • Integrate Phonexa with Salesforce
  • Integrate Lead Market with Salesforce
  • Integrate eBroker with Salesforce
  • Integrate Overflow with Salesforce
  • Integrate Zero Parallel with Salesforce
  • Integrate Clear Nexus with Salesforce
  • Integrate PingYo with Salesforce
Document Management
  • Integrate Conga with Salesforce
  • Integrate DocuSign with Salesforce
  • Integrate Nintex with Salesforce
  • Integrate Webmerge with Salesforce
  • Integrate A5 Doc Merge with Salesforce
Bank Data
  • Integrate Plaid with Salesforce
  • Integrate Credit Sense with Salesforce
  • Integrate Proviso with Salesforce
  • Integrate TaleFin with Salesforce
Process Mining
  • Integrate Seriously Compliant Software with Salesforce
Credit & Identity Verification
  • Integrate Equifax with Salesforce
  • Integrate Experian with Salesforce
  • Integrate Illion with Salesforce
  • Integrate DataX with Salesforce
  • Integrate Green Id with Salesforce
  • Integrate Aply Id with Salesforce
Accounting Software
  • Integrate QuickBooks with Salesforce
  • Integrate Xero with Salesforce
  • Integrate Myob with Salesforce
  • Integrate Zoho Books with Salesforce
Payment Processors & Gateways
  • Integrate Zepto Books with Salesforce
  • Integrate paypal Books with Salesforce
  • Integrate IntegraPay with Salesforce
  • Integrate Bpoint with Salesforce
  • Integrate Loan Payment Pro with Salesforce
  • Integrate Checkout with Salesforce
  • Integrate Peach Payments with Salesforce
Surveys & Email Marketing
  • Integrate Survey Monkey with Salesforce
  • Integrate Survay Vista with Salesforce
  • Integrate MailChimp with Salesforce
  • Integrate SendGrid with Salesforce
SMS communication
  • Integrate Twilio with Salesforce
  • Integrate Mogli with Salesforce
  • Integrate Solutions by text with Salesforce
  • Integrate SMS-Magic with Salesforce
Success Stories
Trusted Salesforce Partner of Lending Companies
Marquee Clients
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Let’s Talk About You
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Have you been thinking about streamlining communications and creating engaging, dynamic experiences for your stakeholders? We can help.
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Let our Salesforce Certified Team help you maximize the value of your Salesforce platform investments.
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