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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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 -
OneSpan Sign for Salesforce
OneSpan Sign for Salesforce App by OneSpan
Features$20 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Contract Management OneSpan Sign for Salesforce enables you to quickly obtain secure and compliant electronic signatures for your documents anywhere, on any device – remotely or in-person. Get started today with easy to use and intuitive eSignatures.Latest Release 1/10/2024 -
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 1/22/2024 -
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 -
Conga Composer Connector for Salesforce | Create and manage documents with ease
Conga Composer Connector for Salesforce | Create and manage documents with ease App by Conga
FeaturesStarting at $6 USD per user every 0 monthsRatingCATEGORIES Document Generation , Collaboration Automate document generation with dynamic data from any standard or custom Salesforce object. Conga Composer automates tedious business processes to get work done faster and easier in Salesforce.####Contact Conga for a free trial today!Latest Release 10/10/2023 -
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 | The Real Identity Platform (KYC / AML / Identity Verification)
Onfido | 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 1/4/2024