AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Productive Finance

Credit score, pension, saving, loans, mortgage, insurance and more.

Overview

The product is a management tool based on the Salesforce platform which allows finance agencies and businesses from the finance industry to enrich and analyze their data with our services ( BDI - credit score, Mislaka - finance overview, insurance etc )

1 of 2

  • BDI and D&B - business and individual finance data, credit score and risk data. Mislaka - pension, saving, loans and mortgage data. Insurance - insurance summary, coverage and fees for individual and businesses.

Productive Finance allows to get finance data and analytics directly to Salesforce, with seamless integration to DBs and data providers. Credit score, pension, saving, loans, mortgage and insurance informations are part of the optional financial data which is available by just a few clicks directly to the salesforce platform. Except the data enriching, Productive Finance offers data analytics and automations that reduces the manual work while assisting finance agencies to provide fast and focused service, priorities tasks and increase the revenue.

Categories

Business Needs
Sales
Customer Service
Marketing
Industries
Financial Services
Personas
Marketer
Sales Representative / Manager
Service Agent / Supervisor
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package