Unlock a 360-degree view of borrowers

Partner Insights from
Today’s lenders know success takes speed, transparency, and collaboration with borrowers. Built on the world’s #1 CRM platform reimagined for mortgage, Salesforce Financial Services Cloud enables FSIs to build trust by unifying the customer experience across channels, geographies, and lines of business — both consumer and commercial. Amelia Guertin, Industries Product Marketing, Banking & Lending, Salesforce and Ben Youl, Sr. Solution Engineer, Salesforce, demonstrate how lenders can leverage Salesforce Financial Services Cloud and the Customer360 Platform to:
  • Streamline the loan application process and analyze risk areas
  • Educate borrowers, and enable self-service for common inquiries
  • Provide expert service for complicated forgiveness and restructuring cases

See how lenders are delivering a seamless digital lending experience. Visit Salesforce.