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Financial Products for Salesforce - From Engine by MoneyLion

Help Clients Save & Invest More Money With Personalized Financial Solutions

Overview

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.

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See How Financial Products for Salesforce - From Engine by MoneyLion Works

  • 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.

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!

Categories

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