Salesforce Products Used
Service Cloud
Salesforce Integrations
Service Cloud
Integrated Financial Technologies (IFT) Solutions was established in 2016 by a group of experienced auto lenders with experience managing over $10 billion of capital. The company offers tailored technology solutions for primary loan & lease servicing, customer service, collections, default management, etc. to auto dealers, auction houses, banks, credit unions and more.
IFT offers custom servicing solutions to lenders, and for that it needed a platform that can be used by them alongside the banks and prospective customers. The platform should be exposed to multiple banks at the same time.
In terms of delivering fast work, I really count for this team. They converted my Idea as per my choice, exactly the same market currently need. Absolutely fine services, which makes me happy. Great consultant, a good listener and prompt result.
Collaborated closely with IFT to create and deploy a versatile solution catering to banks, credit unions, and more.Engineered a comprehensive Salesforce application for use by all stakeholders, including the company, financial institutions, and customers.Financial companies utilize the Partner Portal to validate customer profiles seeking loans.Customers access the Customer Portal to establish profiles and initiate loan applications.Customer details are transmitted to multiple banks based on predefined criteria.Utilized customer-entered data, such as monthly income, to derive a credit score employed by banks for application evaluation.All collected data is efficiently stored within Salesforce for seamless management.Set up automated workflows to trigger the creation of cases in response to specific events the end of a term or a broken promise.Leveraged the Omni-Channel feature in Service Cloud to intelligently route incoming cases to appropriate support agents.Developed a seamless assignment mechanism to direct generated cases to designated agents, ensuring prompt issue resolution.Employed criteria such as agent skill sets and availability to assign cases intelligently.Created a provision to set higher-level limits on active cases for each agent, optimizing workload distribution.Implemented streamlined solution for managing document signatures and approvals by integrating with Adobe Sign.Tailored set up of Conga app to facilitate the generation of personalized letters and loan contracts.Customized implementation of PostGrid enabled automated transactional and marketing physical mail handling, at scale.Created setup for address verification with Smarty APIs as the app returns full, verified address in case it is broken.Devised integration setups with Textel and Twilio to cater to SMS requirements.Created the integration setup for DocuSign.Developed integration setup with Nice inContact to create work items.Integration with Wolters Kluwer allowed receiving fee estimates efficiently by leveraging various parameters like zip codes, model numbers, purchase prices, and existing loans; integration facilitates data synchronization with external sources.
Significantly streamlined operations and improved overall efficiency.IFT can easily add new banks if need be as the organization evolves.Ensured consistency, accuracy, and availability of data to the company and the banks.
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