Client Testimonials from Financial Services

How To Create a Smooth Onboarding Process in Salesforce

In this video we are going to see how a person can apply for a Financial service like a loan via a Portal provided by Salesforce on the Providers website

Financial Services Change of Details Request in Salesforce

In this video we will see how a form can be used for customers to request a change of details, making sure a process is followed and all checks are recorded.