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Financial Products for Salesforce - From Engine by MoneyLion

By Engine by MoneyLion

Help Clients Save & Invest More Money With Personalized Financial Solutions

No Ratings
Starting at $35   USD/Seat/month
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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited

App Details

Version
evenfinancial/Spring 2021 1.41.0
Listed On
12/10/2020
Latest Release
04/08/2021
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 7
Custom Tabs: 6
Custom Apps: 1
Lightning Components
Global: 4
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.4.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/28/2020

Additional Details

Extend the services you provide clients and earn revenue by generating personalized financial solutions in less than 60 seconds—natively within Salesforce. Financial Products for Salesforce - From Engine by MoneyLion is the fast and easy way to match your clients with personalized financial solutions including: Personal Loans, Student Loan Refinancing, and Savings Accounts. (Life Insurance & Mortgages coming soon!) Expand the services you provide clients by enabling them to consolidate personal or student debt, or setup an emergency savings account in seconds. Utilize your existing Salesforce Contact Data to match your clients with pre-approved / pre-qualified solutions with minimal client action required—getting them the financial products they need, when they need them. By using Financial Products for Salesforce - From Engine by MoneyLion, you’ll be seamlessly connected to the largest network of premium financial institutions including: SoFi, LendingClub, LightStream, and more. Enjoy all the benefits of the Engine by MoneyLion platform native within Salesforce today!

Need help?

Engine by MoneyLion

50 West 23rd Street, Suite 700, New York, NY 10010

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