Leveraging Financial Services Cloud to help alternate lenders
solve business problems
Exceed expectations with lending industry-specific features
Loan Origination, Servicing & Collections
Streamline capturing of loan application data, perform credit checks, and assess risk- Configure the platform to define loan eligibility criteria and generate pre-approval offers
- Enable your loan officers, credit analysts, and relationship managers to join forces
- Integrate with systems such as credit bureaus, payment gateways, and 3rd-party tools
Customer Engagement Transformation
- Help them communicate, share information, track progress, and collaborate on deals
- Provide self-service and call deflection options through customer communities
- Offer tailored loan products and automate loan product selection
- Personalize customer experiences with data-first enterprise solutions across channels and devices
Business Reporting & Compliance
Management
- Unified view of customers’ profiles, loan portfolios, interactions, preferences, and market trends
- Holistic understanding of customers’ creditworthiness, repayment patterns, and potential risks
- Support risk assessment with workflows for credit assessment and compliance checks
- Monitor regulatory requirements, automate loan underwriting, and facilitate audit trails
User Interface Customization
- Align the UI to your needs and optimize UX – layouts, page designs, and navigation menus
- Setup messaging functionality on the portal to allow customers to raise queries
- Launch data-powered sites, portals, and apps, connected across the customer journey
- Present guided applications, knowledge base, and chatbots with modern, conversational UI
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