Dreamforce 2019: Solutions for Financial Services
Solutions From This Session
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Envestnet | Yodlee Aggregation for Salesforce Financial Services Cloud
Envestnet | Yodlee Aggregation for Salesforce Financial Services Cloud App by Yodlee, Inc
FeaturesStarting at $345 USD per user per yearRatingCATEGORIES 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.Latest Release 3/31/2016 -
Majesco ClaimVantage Absence Management
Majesco ClaimVantage Absence Management App by Majesco
FeaturesStarting at $350 USD per user per monthRatingCATEGORIES Finance Majesco ClaimVantage Absence Management successfully guides insurers and TPAs through the complex leave landscape. Automated eligibility determinations, empower your team to manage leaves of absence accurately and efficiently.Latest Release 2/11/2021 -
nCino
nCino App by nCino
Features$1 USD per user every 0 monthsRatingCATEGORIES Finance Built by bankers for bankers, nCino streamlines all customer and employee interactions within a single cloud-based Bank Operating System® that drives increased efficiency, transparency, profitability and regulatory compliance across all business lines.Latest Release 10/15/2020 -
Tier1 for Capital Markets & Investment Banking by SS&C Tier1
Tier1 for Capital Markets & Investment Banking by SS&C Tier1 App by Tier1 Financial Solutions
FeaturesStarting at $80 USD per user per monthRatingCATEGORIES 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.Latest Release 11/17/2020 -
AIM - Alternative Investment Management, Fund Management Software for Salesforce
AIM - Alternative Investment Management, Fund Management Software for Salesforce App by Altvia Free Features
RatingCATEGORIES Finance AIM streamlines fundraising, due diligence, portfolio management, and investor relations for Private Equity firms.####"No one understands our business and ambitions the way Altvia does." - Tom Danis, RCP AdvisorsLatest Release 12/1/2021 -
Zafin 360
Zafin 360 App by Zafin
FeaturesStarting at $1 USD per Zafin instance per monthRatingCATEGORIES Finance Zafin 360 empowers bankers with immediate, easy and transparent access to customers’ product, pricing and charging information, plus exception pricing capabilities and workflows .Latest Release 2/28/2023 -
Seismic Enablement Cloud™
Seismic Enablement Cloud™ App by Seismic
FeaturesStarting at $55 USD per user per monthRatingCATEGORIES 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.Latest Release 1/11/2024 -
Vlocity Insurance
Vlocity Insurance App by Vlocity, A Salesforce Company
FeaturesStarting at $60 USD per user per monthRatingCATEGORIES 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.Latest Release 3/9/2022 -
Navatar Private Equity
Navatar Private Equity App by Navatar Group Paid Features
RatingCATEGORIES Sales Navatar is the intuitive CRM for private equity – simple to use with actionable insights and seamless connections to your apps.Latest Release 1/13/2018 -
Q2 lending
Q2 lending App by Q2
FeaturesStarting at $10,000 USD per company per month
Discounted for NonprofitsRatingCATEGORIES Finance Unify, connect and automate the entire loan/ lease lifecycle, from application, onboarding, servicing and collections all via Salesforce. Reduce costs, risk and create better customer experiences through integration, automation and superior workflow.Latest Release 7/9/2018 -
Skience Financial Solutions for Salesforce® Financial Services Cloud
Skience Financial Solutions for Salesforce® Financial Services Cloud App by Skience, LLC
FeaturesStarting at $99 USD per user per monthRatingCATEGORIES 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.Latest Release 5/11/2023 -
Guidewire For Salesforce (FSC / Sales & Services Cloud)
Guidewire For Salesforce (FSC / Sales & Services Cloud) App by Guidewire Software, Inc.
FeaturesStarting at $135 USD per user per monthRatingCATEGORIES Productivity To grow profitably, insurers must delight their policyholders. Guidewire for Salesforce® enables sales and service teams to deliver world-class customer engagement by combining the industry-leading Guidewire InsuranceSuite with the #1 CRM platform.Latest Release 7/29/2021 -
SightCall Visual Support for Salesforce
SightCall Visual Support for Salesforce App by SightCall, Inc
FeaturesStarting at $3,000 USD per company per monthRatingCATEGORIES 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.Latest Release 11/20/2023 -
The Mortgage App
The Mortgage App App by Jungo
Features$119 USD per user per monthRatingCATEGORIES 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.