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Financial Products for Salesforce - From Engine by MoneyLion
Help Clients Save & Invest More Money With Personalized Financial Solutions
- Requires
- Sales Cloud
Financial Products for Salesforce is the fast and easy way to use existing Salesforce Contact Data to generate personalized financial solutions for your clients, including: Personal Loans, Student Loan Refinancing, and Savings Accounts.
Highlights
Enable Your Clients To Save & Invest More Money Easily expand your services by seamlessly integrating debt management and savings solutions into your client offering—opening up the other side of the balance sheet and earning revenue.
Provide 100+ Personalized Financial Products From Our Expansive Network Provide your clients with the best solutions by seamlessly connecting to the largest network of premium financial institutions (including SoFi, LendingClub, and LightStream).
Use Existing Data To Return Personalized Financial Solutions Leverage existing Salesforce Contact Data to generate personalized financial solutions in less than 60 seconds. Get your clients the financial products they need, when they need them.
Provider Details
MoneyLion is a leader in financial technology powering the next generation of personalized products and content, with a top consumer finance mobile app, a premier embedded finance platform for enterprise businesses and a world-class media arm. People take control of their money life with our innovative financial products and marketplace - including our full-fledged suite of features to save and invest - seamlessly bringing together the best offers and content from MoneyLion and our 1,000+ enterprise partner network, together in one experience. MoneyLion’s enterprise technology provides the definitive search engine and marketplace for financial products, enabling any company to add embedded finance to their business, with advanced AI-backed data and tools through our platform and API. Established in 2013, MoneyLion connects millions of people with the financial products and content they need, when and where they need it. For information about Engine by MoneyLion for enterprise businesses, please visit www.engine.tech.
Pricing Details
+ You Earn Revshare
Default Plan
$35 USD/Seat/month