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Finance

Deliver exceptional financial services through smooth Salesforce integration

With 200 OK, cut through the noise and seamlessly integrate all your finance stack with Salesforce to collect and verify documents, do KYC and other tasks with ease. Eliminate manual tasks and expedite processes using native, no-code integration and enhance visibility into financial data to take more, data-driven decision-making. Rest assured of the safety of vital financial data with robust security measures in place.

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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 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 to securely collect, store, and manage borrower documents like proof of identity, income statements, tax returns, etc.
  • Seamlessly integrate 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.

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

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

What Our Customers Says

★★★★★ 5/5
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A game-changer for API integrations

With 200 OK – Now we can connect any external systems bi-directionally natively without writing any code. Although the documentation was not fully written-out at first, the support team was extremely responsive and patient and got me up and running with my first inbound and outbound integrations in no time at all.

Nadim Lahoud

VP, Red Sift

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A game-changer for API integrations

With 200 OK – Now we can connect any external systems bi-directionally natively without writing any code. Although the documentation was not fully written-out at first, the support team was extremely responsive and patient and got me up and running with my first inbound and outbound integrations in no time at all.

Nadim Lahoud

VP, Red Sift

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How Does 200 OK Enhance Goal Achievement in the BFSI Industry?

200 OK helped us accelerating the integration with multiple financial institutes. The complexity of each system talking to the others, itself is sometimes daunting and challenging and I am glad Ceptes has solved big part of the problem by introducing the 200 OK product

A. Krishna Prasad(KP)

Founder & CEO, Onemoney

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How Does 200OK Enhance Goal Achievement in the BFSI Industry?

200 OK helped us accelerating the integration with multiple financial institutes. The complexity of each system talking to the others, itself is sometimes daunting and challenging and I am glad Ceptes has solved big part of the problem by introducing the 200 OK product

A. Krishna Prasad(KP)

Founder & CEO, Onemoney

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I would recommend others to explore 200 OK and reap the benefits of a no-low code integration platform

A plethora of software systems and online platforms specializing in their specific fields means significant growth and importance of data Integration for organizations utilizing multiple applications. The level of development effort, administration and complexity related to typical API development would have been costly and time consuming if we had not utilized 200 OK.

Tim Marchington

CEO, Solandra Collect

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I would recommend others to explore 200 OK and reap the benefits of a no-low code integration platform

A plethora of software systems and online platforms specializing in their specific fields means significant growth and importance of data Integration for organizations utilizing multiple applications. The level of development effort, administration and complexity related to typical API development would have been costly and time consuming if we had not utilized 200 OK.

Tim Marchington

CEO, Solandra Collect

Screenshot of testimonial
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One API – almost unlimited integrations – I wish 200 OK had developed this sooner

External data integration is critical in the financial services industry to ensure we remain ahead of the game. We have approximately 40 to 50 different potential data linkages between our Salesforce org and lenders, credit agencies, valuers, along with other banking data providers.

Michael Bowling

Director, You Can Finance

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One API – almost unlimited integrations – I wish 200 OK had developed this sooner

External data integration is critical in the financial services industry to ensure we remain ahead of the game. We have approximately 40 to 50 different potential data linkages between our Salesforce org and lenders, credit agencies, valuers, along with other banking data providers.

Michael Bowling

Director, You Can Finance

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Screenshot of testimonial
Play Video about Screenshot of testimonial

A game-changer for API integrations

With 200 OK – Now we can connect any external systems bi-directionally natively without writing any code. Although the documentation was not fully written-out at first, the support team was extremely responsive and patient and got me up and running with my first inbound and outbound integrations in no time at all.

Nadim Lahoud

VP, Red Sift

Screenshot of testimonial
Play Video about Screenshot of testimonial

A game-changer for API integrations

With 200 OK – Now we can connect any external systems bi-directionally natively without writing any code. Although the documentation was not fully written-out at first, the support team was extremely responsive and patient and got me up and running with my first inbound and outbound integrations in no time at all.

Nadim Lahoud

VP, Red Sift

Screenshot of testimonial
Play Video about Screenshot of testimonial

How Does 200 OK Enhance Goal Achievement in the BFSI Industry?

200 OK helped us accelerating the integration with multiple financial institutes. The complexity of each system talking to the others, itself is sometimes daunting and challenging and I am glad Ceptes has solved big part of the problem by introducing the 200 OK product

A. Krishna Prasad(KP)

Founder & CEO, Onemoney

Screenshot of testimonial
Play Video about Screenshot of testimonial

How Does 200OK Enhance Goal Achievement in the BFSI Industry?

200 OK helped us accelerating the integration with multiple financial institutes. The complexity of each system talking to the others, itself is sometimes daunting and challenging and I am glad Ceptes has solved big part of the problem by introducing the 200 OK product

A. Krishna Prasad(KP)

Founder & CEO, Onemoney

Screenshot of testimonial
Play Video about Screenshot of testimonial

I would recommend others to explore 200 OK and reap the benefits of a no-low code integration platform

A plethora of software systems and online platforms specializing in their specific fields means significant growth and importance of data Integration for organizations utilizing multiple applications. The level of development effort, administration and complexity related to typical API development would have been costly and time consuming if we had not utilized 200 OK.

Tim Marchington

CEO, Solandra Collect

Screenshot of testimonial
Play Video about Screenshot of testimonial

I would recommend others to explore 200 OK and reap the benefits of a no-low code integration platform

A plethora of software systems and online platforms specializing in their specific fields means significant growth and importance of data Integration for organizations utilizing multiple applications. The level of development effort, administration and complexity related to typical API development would have been costly and time consuming if we had not utilized 200 OK.

Tim Marchington

CEO, Solandra Collect

Screenshot of testimonial
Play Video about Screenshot of testimonial

One API – almost unlimited integrations – I wish 200 OK had developed this sooner

External data integration is critical in the financial services industry to ensure we remain ahead of the game. We have approximately 40 to 50 different potential data linkages between our Salesforce org and lenders, credit agencies, valuers, along with other banking data providers.

Michael Bowling

Director, You Can Finance

Screenshot of testimonial
Play Video about Screenshot of testimonial

One API – almost unlimited integrations – I wish 200 OK had developed this sooner

External data integration is critical in the financial services industry to ensure we remain ahead of the game. We have approximately 40 to 50 different potential data linkages between our Salesforce org and lenders, credit agencies, valuers, along with other banking data providers.

Michael Bowling

Director, You Can Finance

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200 OK is a Salesforce native integration platform specifically designed for developers, architects admins, and smart business people to connect Salesforce with any external cloud-based solutions and APIs without coding.

200 OK thoughtfully designed by Salesforce Architects with ❤️

For more info, please get in touch with us at contact@200ok.ai

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Contact Information

  • USA: Plaza One61,
    7301 State Highway 161, Suite 380
    IRVING, TX 75039
  • T: +1 (607) 304-3229

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