Onboard
AI-Powered Digital Account Opening & Loan Origination
By Attune SolutionsIntegration
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Paid
- From $1 per company per year
- Listed since
- 2024
About Onboard
Originate, Underwrite and Onboard ANY financial services product
Originate, Underwrite and Onboard ANY financial services product right within Salesforce, Salesforce FSC and Experience Cloud.
Onboard is an AI-powered enterprise banking solution that can replace myriad systems and one-off applications for originating and underwriting business and consumer loans, as well as online account opening for both businesses and consumers. Onboard can even handle complex treasury onboarding. Powerful AI models underwrite loan and deposit applications before an applicant leaves your website and before a banker ever sees the application.f
Onboard also works like banking really works, allowing bankers and clients to collaborate on various steps of the onboarding process, assigning tasks and steps to one another.
<OnboardConnect>, a complementary product, offers pre-built integrations major cores and fintechs for booking new accounts, KYC, KYB, identity, credit, spreading, tax returns, e-signature, documents and much more.
Highlights
- Originate, underwrite and onboard ANY financial services product, from consumer accounts and loans, to business deposits, business loans, credit cards and treasury services. One platform, one vendor, for every line of business.
- Fully native to Salesforce Financial Services Cloud or Salesforce Platform. Onboard is a reseller of the Salesforce Platform. Your institution needn't be an existing customer of Salesforce.
- Works like banking really works, enabling bankers and clients to collaborate and assign tasks, steps and requests amongst all of the individuals who play a part to onboard new products
- Digital Account Opening for Salesforce - Consumer and Business checking, savings, money market, credit cards
- Loan Origination System (LOS) for Salesforce - Consumer and Business - mortgages, HELOCs, auto, lines of credit, real estate, multi-family, C&I and more
- Configurable AI Signals and Instructions start underwriting and analyzing before an application is even complete. 3rd party data, core data, client-provided data is analyzed, classified and scored in real-time.
Screenshots and videos
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Pricing
Paid, from $1 per company per year.
| Plan | Price | Billed |
|---|---|---|
| Standard | $1 per company | Yearly |
Compatibility
- Works with
- Sales Cloud
- CDP
- Platform Cloud
- Requires
- Platform Cloud
- Experience Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on February 17, 2024
- Industries
- Financial Services
- Languages
- English
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