Dreamforce 2019: Solutions for Financial Services

Solutions From This Session

AIM - A Purpose-Built CRM for Private Capital Markets Free App AIM - A Purpose-Built CRM for Private Capital Markets App by Altvia Free Features
Lightning Ready
Enterprise & Up
No Limits
Salesforce1 Mobile

Rating (39)
Latest Release 12/1/2021
CATEGORIES Finance Purpose-built on the Salesforce platform, AIM acts as the central repository for all your firm’s data, integrating with existing firm systems to streamline workflows, enhance data accuracy, and provide actionable insights for better decision-making.
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The Mortgage App Paid App The Mortgage App App by Jungo
$119 USD per user per month
Features
Lightning Ready
Enterprise & Up

Rating (80)
CATEGORIES Finance Jungo – the premier mortgage app for Salesforce – is a complete mortgage management ecosystem. With built-in tools for managing leads, loans, referrals, pipeline reporting and marketing, Jungo is your one-login solution for mortgage efficiency.
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Skience Financial Solutions for Salesforce® Financial Services Cloud Paid App Skience Financial Solutions for Salesforce® Financial Services Cloud App by Skience, LLC
Starting at $99 USD per user per month
Features
Lightning Ready
Enterprise & Up

Rating (4)
Latest Release 5/11/2023
CATEGORIES Finance Skience boosts the powerful Salesforce® Financial Services Cloud offering to let you work efficiently, deepen client relationships and minimize risk. Onboard clients faster, open new accounts seamlessly, and deliver a great investor experience.
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Symphonix by Q2 — Digital Loan & Lease Origination, Servicing, & Collections Paid App Symphonix by Q2 — Digital Loan & Lease Origination, Servicing, & Collections App by Q2
Starting at $10,000 USD per company every 0 months
Discounted for Nonprofits
Features
Lightning Ready
Enterprise & Up
No Limits
Native App

Rating (14)
Latest Release 7/9/2018
CATEGORIES Finance Run the full loan lifecycle on Salesforce — application to collections. Symphonix by Q2 customers fund loans 27% faster and grow originations 40%.
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Vlocity Insurance Paid App Vlocity Insurance App by Vlocity, A Salesforce Company
Starting at $60 USD per user per month
Features
Lightning Ready
Enterprise & Up
No Limits
Salesforce1 Mobile

Rating (13)
Latest Release 3/9/2022
CATEGORIES Finance Fuel your digital transformation with Vlocity's core insurance platform for the entire policy lifecycle, from quoting to policy administration to claims management. Configure-once, deploy-anywhere processes integrate seamlessly with 3rd-party systems.
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nCino Paid App nCino App by nCino
$1 USD per user every 0 months
Features
Lightning Ready
Enterprise & Up

Rating (11)
Latest Release 4/4/2025
CATEGORIES Finance nCino streamlines lending interactions within a single cloud-based platform that drives increased efficiency, transparency, profitability, and regulatory compliance across all business lines.
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SS&C Tier1 for Capital Markets & Investment Banking Paid App SS&C Tier1 for Capital Markets & Investment Banking App by Tier1 Financial Solutions
Starting at $80 USD per user per month
Features
Lightning Ready
Enterprise & Up
No Limits

Rating (12)
Latest Release 11/17/2020
CATEGORIES Sales SS&C Tier1 is a leading global client relationship management solution designed specifically for capital markets and investment banking professionals to accelerate client engagement.
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SightCall Visual Support for Salesforce Paid App SightCall Visual Support for Salesforce App by SightCall, Inc
Starting at $3,000 USD per company per month
Features
Lightning Ready
Professional & Up

Rating (21)
Latest Release 6/16/2025
CATEGORIES Agent Productivity Escalate any conversation to a video call, so your team sees what your customer, technician, or patient sees. Remotely diagnose and guide to fast problem resolution, using SightCall’s robust toolset and AR features. Be live with SightCall in hours.
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Zafin 360 Paid App Zafin 360 App by Zafin
Starting at $1 USD per Zafin instance per month
Features
Lightning Ready
Enterprise & Up
No Limits

Rating (0)
Latest Release 2/28/2023
CATEGORIES Finance Zafin 360 empowers bankers with immediate, easy and transparent access to customers’ product, pricing and charging information, plus exception pricing capabilities and workflows .
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Seismic Enablement Cloud™ Paid App Seismic Enablement Cloud™ App by Seismic
Starting at $55 USD per user per month
Features
Lightning Ready
Enterprise & Up

Rating (63)
Latest Release 6/12/2026
CATEGORIES Productivity Seismic’s leading sales enablement solution delivers AI-guided personalized content at scale right from Salesforce. Align go-to-market teams to deliver the right content for each stage of the opportunity, improve productivity, and accelerate sales.
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Envestnet | Yodlee Aggregation for Salesforce Financial Services Cloud Paid App Envestnet | Yodlee Aggregation for Salesforce Financial Services Cloud App by Yodlee, Inc
Starting at $345 USD per user per year
Features
Lightning Ready
Enterprise & Up
No Limits

Rating (0)
Latest Release 3/31/2016
CATEGORIES Finance The Envestnet | Yodlee Platform provides businesses with a comprehensive view of the data they need to build deeper client relationships. It combines held away financial data with CRM to holistically manage clients’ financial lives.
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