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Onboard - AI-Powered Digital Account Opening & Loan Origination
Originate, Underwrite and Onboard ANY financial services product
Starting at $1 USD/company/year
- Industries
- Financial Services
- Business Need
- ProductivityIntegration
- Requires
- Platform CloudExperience Cloud
- Compatible With
- Sales CloudData CloudPlatform Cloud
AI-Powered Digital Account Opening solution & Loan Origination System for Consumer & Business products. Originate, underwrite & onboard ANY financial services product. Pre-built integrations with fintechs & cores automate even the most complex processes
Highlights
Originate, underwrite and onboard ANY financial services product, from consumer accounts and loans, to business deposits, business loans, credit cards and treasury services. One platform, one vendor, for every line of business.
Fully native to Salesforce Financial Services Cloud or Salesforce Platform. Onboard is a reseller of the Salesforce Platform. Your institution needn't be an existing customer of Salesforce.
Works like banking really works, enabling bankers and clients to collaborate and assign tasks, steps and requests amongst all of the individuals who play a part to onboard new products
Digital Account Opening for Salesforce - Consumer and Business checking, savings, money market, credit cards
Loan Origination System (LOS) for Salesforce - Consumer and Business - mortgages, HELOCs, auto, lines of credit, real estate, multi-family, C&I and more
Configurable AI Signals and Instructions start underwriting and analyzing before an application is even complete. 3rd party data, core data, client-provided data is analyzed, classified and scored in real-time.
Provider Details
Attune Solutions
St. Louis, MO
Salesforce OEM and ISV partner building banking and wealth management applications
Pricing Details
Standard
$1 USD/company/year
Lowest Starting Price