Fintech Spectrum

Follow Your Borrowers’ Pulse to Provide Personalized, Responsive Service

Whether your customers have questions about loan applications or account management, you can ensure timely resolution and customer satisfaction with Service Cloud.

Using chatter, contact center, communities, live agents, and analytics, we can reduce the need for agent intervention, improve customer self-service capabilities, and ensure prompt customer support.

Become the champion of customer support tand boost efficiency with Salesforce Service Cloud

Case Management & Loan Servicing

Seamless integration with systems such as loan origination systems, credit scoring platforms, or payment gateways, facilitating personalized and informed interactions
Create custom fields, and validation rules to manage data specific to lending processes and setup tailored workflows to manage tasks such as case routing, and escalations
Provide insights aligned with the metrics and KPIs relevant to you such as tracking loan application volumes, approval rates, delinquency rates, and agent performance

Customer Experience

Ensure a consistent customer experience across multiple touchpoints and enable agents to access customer information and history from a centralized platform
Maintain tailored self-service resources such as FAQs, articles, or interactive guides to address queries specific to loan products such as eligibility criteria, or repayment options
Capture relevant customer data, such as loan preferences, repayment history, or communication preferences to provide personalized interactions and recommendations

See what FinTech Spectrum can do for you

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.

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Remote Salesforce Team

Salesforce Certified
Flexible
Cost Effective

Hire Salesforce Developers and Hire Salesforce Admins to work remote, as dedicated Full Time or Shared resources.

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Salesforce Integrations

Simplify
Automate
Accelerate Lending

Lead Aggregator

Document Management

Bank Data

Process Mining

Credit & Identity Verification

Accounting Software

Payment Processors & Gateways

Surveys & Email Marketing

SMS communication

Success Stories

Assisting Australian Business Credit to give Rent Roll Loans & Trail Book Loans with Salesforce

Australian Business Credit achieves process automation in data collection, customer onboarding, and lead management using Salesforce products and custom development.

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Enabling MoneySpot to run End-to-End Loan Management in multiple countries with Salesforce

MoneySpot improves its loan origination, loan processing and payment workflows, and delivers a digital-first service to its customers to boost customer satisfaction and for faster service rollouts.

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