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Productive Finance

By Productive software ltd

Rating
Not rated yet
Reviews
No reviews yet
Pricing
Paid
From $50 per user per month
Listed since
2024

About Productive Finance

Credit score, pension, saving, loans, mortgage, insurance and more.

Productive Finance allows to get finance data and analytics directly to Salesforce, with seamless integration to DBs and data providers. Credit score, pension, saving, loans, mortgage and insurance informations are part of the optional financial data which is available by just a few clicks directly to the salesforce platform. Except the data enriching, Productive Finance offers data analytics and automations that reduces the manual work while assisting finance agencies to provide fast and focused service, priorities tasks and increase the revenue.

Highlights

  • BDI and D&B - business and individual finance data, credit score and risk data. Mislaka - pension, saving, loans and mortgage data. Insurance - insurance summary, coverage and fees for individual and businesses.

Screenshots

Finance Consult overview

Image 1 of 2

Finance Consult overview

Pricing

Paid, from $50 per user per month.

Productive Finance plans
PlanPriceBilled
Lite User$50 per userMonthly
Standard User$100 per userMonthly
Admin User$150 per userMonthly
Premium User$200 per userMonthly

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Experience Cloud
Requires
  • Platform Cloud
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on February 23, 2024
Industries
  • Financial Services
Languages
  • English