Retail Banking
Extend Salesforce with these Amazing Retail Banking Partners
Optimize your onboarding and service processes to become the bank your customers love!
Apps for Retail Banking
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Customer 360 Guide for Retail Banking
Customer 360 Guide for Retail Banking
Type
Article
Optimize your onboarding and service processes to become the bank your customers love.
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Blend
Blend App by Blend Free Features
RatingCATEGORIES Integration Blend’s integration with Salesforce provides a seamless way for loan teams to leverage the intuitive, mobile-first Blend origination experience without disrupting their lead management process in Salesforce.Latest Release 10/15/2025 -
Conga Composer Salesforce Connector | document generation for anyone, anywhere
Conga Composer Salesforce Connector | document generation for anyone, anywhere App by Conga
FeaturesStarting at $6 USD per user every 0 monthsRatingCATEGORIES Document Generation , Collaboration Automatically generate your most critical company documents, such as proposals and quotes, contracts, bills and invoices, and customer communications documents using pre-built or customized templates automatically populated with data from any source.Latest Release 10/5/2025 -
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 -
Onfido IDV | The Real Identity Platform (KYC / AML / Identity Verification)
Onfido IDV | The Real Identity Platform (KYC / AML / Identity Verification) App by Onfido Free Features
RatingCATEGORIES Finance Build trust at onboarding with an end-to-end, AI-powered identity verification solution. The Real Identity Platform enables 1,200+ businesses to seamlessly onboard customers, stop fraud and navigate regulatory requirements.Latest Release 7/17/2025 -
OneSpan Sign for Salesforce
OneSpan Sign for Salesforce App by OneSpan
Features$20 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Contract Management Salesforce is an out-of-the-box eSignature integration with Salesforce. It modernizes and streamlines the document signing process directly in your favorite CRM, so you can enhance the customer experience, increase seller productivity.Latest Release 1/13/2025 -
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 -
nCino
nCino App by nCino
Features$1 USD per user every 0 monthsRatingCATEGORIES Finance nCino streamlines lending interactions within a single cloud-based platform that drives increased efficiency, transparency, profitability, and regulatory compliance across all business lines.Latest Release 4/4/2025