Validis - Connect to accounting data
We get financial data.
Overview
We get financial data. We work with financial institutions and technology providers to help them connect to their customers’ accounting packages.
Capacity Creation - 75% improvement in efficiency allowing lenders to focus on their customers and expand relationships
Reduce Data Costs - 52% savings on cost to retrieve data for better decisions
Increase Conversion Rates - 18% increase in loan conversion rates because data is accurate and readily available
Validis is a Cloud-based accounting extraction trusted by some of the biggest names in FS and audit. Digitize the customer journey, making it quick and easy for customers to share financial data directly from their accounting software. Quicker lending decisions and time to cash.Remove need for manual collection, interpretation, and re-keying of financial data – supporting the transformation agenda. Increased loan conversion rates. Stay connected to monitor ongoing risk – financials can be automatically refreshed at a chosen cadence.
Categories
- Business Needs
- AnalyticsFinanceAccounting
- Industries
- Financial ServicesProfessional ServicesNonprofit
- Personas
- Business Operations ManagerConsultantData Analyst
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package