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Validis - Connect to accounting data
We get financial data.
- Industries
- Financial ServicesProfessional ServicesNonprofit
- Business Need
- AnalyticsFinanceAccounting
- Requires
- Sales CloudFinancial Services Cloud
- Compatible With
- Sales CloudFinancial Services Cloud
We get financial data. We work with financial institutions and technology providers to help them connect to their customers’ accounting packages.
Highlights
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
Provider Details
We work with financial institutions, insurers and fintechs to help them connect to their customers’ accounting packages. Our goal is to help them get standardized and granular data to power faster, cheaper, and smarter decisions. Commercial lenders lack granular up-to-date data on their customers, making it hard for small businesses to obtain relevant funding. Validis strives to simplify the borrowers, enabling faster lending decisions to power small businesses globally. Validis helps lenders to overcome the below challenges: Customer experience The existing process creates considerable work for the borrower. Time to decision With limited data, only low value tickets can be automated. Cost Lenders waste significant money on collecting, cleaning and checking customer data. Risk Out-of-date data means lenders are not getting an accurate picture of the borrower.
Pricing Details
You must pay for a product or service that is external to Salesforce for this solution to work.
Contact us for detailed review of your needs.
Connect
$35 USD/Per Upload/one-time payment