Finance

Deliver exceptional services through smooth Salesforce Finance integration

Discover the power of 200 OK’s features for a complete 360-degree integration experience and how your Salesforce Finance integration game can elevate toward success.

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Provide top-tier financial services with effortless Salesforce integration

Discover the power of 200 OK’s features for a complete 360-degree integration experience and how your integration game can elevate toward success.

Leave no 'lead' unturned

  • Effortlessly consolidate various lead generation channels such as cloud telephony, web forms, AI chatbots, email marketing platforms, social media, etc., into Salesforce for finance integration to effortlessly gather and work on leads, making sure you don’t miss anything.
Lead generation

Seamless Loan application submission

  • Enable customers to submit loan applications seamlessly by integrating with web forms or online portals to capture borrower information directly into the loan origination system (LOS).
load applications

Initial screening process

  • Review the applications to assess basic eligibility criteria, such as creditworthiness, income verification, and the loan amount requested.
  • Integrate with APISetu, CIBIL, and AADHAR to verify employment and income information provided by applicants.
Screening

Document collection and e-signing

  • Integrate with document management software with Salesforce for finance to securely collect, store, and manage borrower documents like proof of identity, income statements, tax returns, etc.
  • Seamlessly undertake Salesforce finance integration with e-signature and e-stamping solutions to facilitate the e-signing of loan documents and agreements.

KYC & Document verification

  • Verify the identity of loan applicants and assess their suitability for obtaining a loan by undertaking the KYC process. With video KYC, mitigate risks associated with fraud, money laundering, etc.
  • Conduct a detailed analysis of the borrower’s financial profile, credit history, and risk factors to determine the likelihood of repayment by integrating with LOS platforms to automate underwriting processes, calculate risk scores, etc.

Unleash the Potential of Every Lead

  • Consolidate diverse lead generation data from channels like cloud telephony, web forms, AI chatbots, email marketing platforms, and social media seamlessly into Salesforce.
  • Capture and nurture leads effortlessly, ensuring no opportunity goes unnoticed.
Lead generation

Streamline Loan Application Submissions

  • Empower customers to submit loan applications seamlessly by integrating with web forms or online portals.
  • Capture borrower information directly into the loan origination system (LOS), enhancing efficiency and customer experience.

Enhance the Initial Screening Process

  • Review loan applications efficiently to evaluate basic eligibility criteria such as creditworthiness, income verification, and requested loan amount.
  • Integrate with Equifax, Experian, Socrata, etc. for robust employment and income verification, ensuring accuracy and reliability.

Effortlessly Manage Documents and E-Signatures

  • Integrate with document management software to securely collect, store, and manage borrower documents like proof of identity, income statements, and tax returns.
  • Seamlessly incorporate e-signature and e-stamping solutions for hassle-free signing of loan documents and agreements.

Ensure KYC Compliance and Document Verification

  • Verify the identity of loan applicants and assess their suitability for obtaining a loan through streamlined KYC processes.
  • Utilize video KYC to mitigate risks associated with fraud and money laundering effectively. Conduct in-depth analysis of the borrower’s financial profile and credit history by integrating with LOS platforms for automated underwriting processes and risk assessment.

Benefits of Salesforce Finance Integration

Unified View of Data

Integrating your finance stack with Salesforce CRM allows seamless data sharing between sales, finance, and other departments. This unified view ensures real-time access to customer transactions, invoices, and payment histories, eliminating data silos and reducing manual data entry.

Streamlined Quote-to-Cash Process

Salesforce Finane Integration ensures smooth transitions from quotes to contracts, orders, and billing. This minimizes errors and delays, speeds up the sales cycle, and improves the customer experience.

Improved Compliance and Auditing

Centralized and transparent financial data ensures compliance with industry regulations and makes it easier to audit financial records. Salesforce’s integration helps track changes and maintain an accurate, auditable trail of financial activities.

Improved Cash Flow Management

With finance and sales data in one place, tracking outstanding invoices, managing cash flow, and forecasting revenue becomes more accurate and efficient. This integration helps streamline billing processes and accelerate payment cycles.

Data Security and Privacy

Salesforce offers robust security and compliance features, ensuring that sensitive financial data is stored securely and accessed only by authorized personnel, meeting regulatory requirements like GDPR.

Business Agility

Companies can swiftly react to market and business changes. It accelerates integration and process development and deployment, enabling agility.

Popular Integration Connectors

Forge Seamless Connections as 200 OK Links to a Spectrum of Apps and 3rd Party Tools

Popular Integration Connectors

Forge Seamless Connections as 200 OK Links to a Spectrum of Apps and 3rd Party Tools

What Our Customers Says

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