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Onboard - AI-Powered Digital Account Opening & Loan Origination

Originate, Underwrite and Onboard ANY financial services product

Overview

AI-Powered Digital Account Opening solution & Loan Origination System for Consumer & Business products. Originate, underwrite & onboard ANY financial services product. Pre-built integrations with fintechs & cores automate even the most complex processes

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  • Originate, underwrite and onboard ANY financial services product, from consumer accounts and loans, to business deposits, business loans, credit cards and treasury services. One platform, one vendor, for every line of business.

  • Fully native to Salesforce Financial Services Cloud or Salesforce Platform. Onboard is a reseller of the Salesforce Platform. Your institution needn't be an existing customer of Salesforce.

  • Works like banking really works, enabling bankers and clients to collaborate and assign tasks, steps and requests amongst all of the individuals who play a part to onboard new products

  • Digital Account Opening for Salesforce - Consumer and Business checking, savings, money market, credit cards

  • Loan Origination System (LOS) for Salesforce - Consumer and Business - mortgages, HELOCs, auto, lines of credit, real estate, multi-family, C&I and more

  • Configurable AI Signals and Instructions start underwriting and analyzing before an application is even complete. 3rd party data, core data, client-provided data is analyzed, classified and scored in real-time.

Originate, Underwrite and Onboard ANY financial services product right within Salesforce, Salesforce FSC and Experience Cloud. Onboard is an AI-powered enterprise banking solution that can replace myriad systems and one-off applications for originating and underwriting business and consumer loans, as well as online account opening for both businesses and consumers. Onboard can even handle complex treasury onboarding. Powerful AI models underwrite loan and deposit applications before an applicant leaves your website and before a banker ever sees the application.f Onboard also works like banking really works, allowing bankers and clients to collaborate on various steps of the onboarding process, assigning tasks and steps to one another. <OnboardConnect>, a complementary product, offers pre-built integrations major cores and fintechs for booking new accounts, KYC, KYB, identity, credit, spreading, tax returns, e-signature, documents and much more.

Categories

Business Needs
Productivity
Integration
Industries
Financial Services
Personas
Administrator
Architect
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder

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