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SFP Credit and Risk: a bespoke asset finance software solution

A modular onboarding and risk platform to digitize your lending business

Overview

  • Fully digital - End-to-end online experience - Enhanced customer experience and engagement - Real-time data gathering and analysis - Faster processing times for you and your customers - Enables a collaborative credit decision and review process

  • Robust operational scope - Configurable onboarding form - Embedded integrations with selected open banking & credit bureau partners - E-sign powered by Conga (or your solution) - Digital & physical audit integration - Customizable risk dashboards

  • Business gains - Enables enterprise-wide collaboration via connected Salesforce ecosystem - Reduced cost to serve - Efficiency gains - Scalable in and across markets - Global footprint, AWS hosted, worldwide availability through market localizations

Count on our digital Credit and Risk app to fully digitize your lending business. Customize the app to your needs & benefit from our tailored ecosystem to provide an optimized customer experience while increasing internal efficiency and reducing costs. Customer onboarding & renewals features: - A customizable application form - Open banking & credit bureau integrations embedded in the process - Credit decision templates & workflows - Customer hierarchy & site structures - Terms of business & product allocations - E-sign capabilities using Conga Sign (or your chosen e-sign solution) - All documents can be auto-generated within the application - SFP Wholesale integration (real-time automated customer set up & contract management) Audit & risk features: - Real-time audit data, tracking, & maintenance via integrations with SFP Digital & physical audit services - Dynamic risk profiling & insights with configurable criteria & easy-to-use dashboards - Risk remediation & tailored workflows based on API triggers Additional integrations to your current lending systems can be considered. Coming soon: Account Management app. Please inquire for more information.

Categories

Business Needs
Finance
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