Financial Products for Salesforce
From Engine by MoneyLion
By Engine by MoneyLion
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $35 per seat per month
- Listed since
- 2020
About Financial Products for Salesforce
Help Clients Save & Invest More Money With Personalized Financial Solutions
Extend the services you provide clients and earn revenue by generating personalized financial solutions in less than 60 seconds—natively within Salesforce.
Financial Products for Salesforce - From Engine by MoneyLion is the fast and easy way to match your clients with personalized financial solutions including: Personal Loans, Student Loan Refinancing, and Savings Accounts. (Life Insurance & Mortgages coming soon!)
Expand the services you provide clients by enabling them to consolidate personal or student debt, or setup an emergency savings account in seconds. Utilize your existing Salesforce Contact Data to match your clients with pre-approved / pre-qualified solutions with minimal client action required—getting them the financial products they need, when they need them.
By using Financial Products for Salesforce - From Engine by MoneyLion, you’ll be seamlessly connected to the largest network of premium financial institutions including: SoFi, LendingClub, LightStream, and more.
Enjoy all the benefits of the Engine by MoneyLion platform native within Salesforce today!
Highlights
- Enable Your Clients To Save & Invest More Money Easily expand your services by seamlessly integrating debt management and savings solutions into your client offering—opening up the other side of the balance sheet and earning revenue.
- Provide 100+ Personalized Financial Products From Our Expansive Network Provide your clients with the best solutions by seamlessly connecting to the largest network of premium financial institutions (including SoFi, LendingClub, and LightStream).
- Use Existing Data To Return Personalized Financial Solutions Leverage existing Salesforce Contact Data to generate personalized financial solutions in less than 60 seconds. Get your clients the financial products they need, when they need them.
Screenshots
Image 1 of 15
Pricing
Paid, from $35 per seat per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $35 per seat | Monthly |
+ You Earn Revshare
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on October 28, 2020
- Languages
- English