Spry Finance is part of the Irish-owned Seniors Money International group with over fifteen years of experience with providing Lifetime Loans to customers across the globe, including Ireland, Spain, Australia and New Zealand. It is the only provider of Equity Release Lifetime Loans for people over the age of 60 in Ireland.

The purpose of this project was to accelerate the form filling process in a key area of the Seniors Money lifetime loan application process. 

The form has been previously completed on paper and data was re-entered into the Salesforce system manually. The aim was to help users by creating a user-friendly form with pre-filled fields and e-signature functionality to not only remove error prone manual entry and duplication of processes, but also to save their time.

Business Requirements included:

• Creation and design of the form via 123 FormBuilder
• Configuration of pre-fills for appropriate fields
• Configuration of writebacks for appropriate fields
• Configuration of a PDF copy of the form
• Configuration of emails upon form submission
• 123 FormBuilder Configuration Training

Ignyto implemented the following Salesforce Solutions for Seniors Money:

• 123 FormBuilder

• Successful implementation of Application Form
• Elimination of paperwork, duplication of effort and human error
• Successful configuration of pre-fills and writebacks
• Successful user training and increased user adoption

5.5 Days

“Ignyto understood our business requirements and produced an end product that met our requirements. The successful implementation of the application has added increased efficiency to our business Process. This will enhance our customer experience and greatly assist our business team..“

For more information on how one of the Ignyto specialists can help you implement Salesforce, contact us here.