Upstart AI Lending for Salesforce
By Upstart Networks, Inc.
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $10,000 per company per year
- Listed since
- 2022
About Upstart AI Lending for Salesforce
All-digital lending from Upstart enabled by AI
Upstart AI Lending for Salesforce integrates your Upstart personal loan program into your Salesforce environment, enabling personal bankers and service representatives to offer a world-class digital lending experience to their customers, without having to worry about complex manual processing. Personal bankers and service representatives can easily send customers an invitation to apply for a personal loan online, pre-filled with Salesforce customer data, making it easier to complete a loan application while increasing conversion rates. The integration is quick and easy to deploy and enables robust reporting to track loan activity by personal banker.
Features of Upstart AI Lending for Salesforce for lenders and their customers:
- Simple integration
- Administrator tracking for commission reporting
- Easy to configure
- Pre-packaged, compliant, lender-branded email templates
- 1-click, pre-filled online loan application through Financial Services and Sales Cloud
- AI-enabled digital lending experience
Highlights
- Make it easy for a customer to apply for a personal loan while increasing approval rates, with a personalized, compliant email that includes a pre-filled loan form
- Increase personal banker efficiency by enabling them to invite customers to apply for a personal loan with a push of a button within their existing Salesforce workflow
- Streamline integration with a guided configuration tool, allowing for improved activity and incentive reporting
Screenshots
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Pricing
Paid, from $10,000 per company per year.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $10,000 per company | Yearly |
For financial institutions under $1B in assets under management, the annual fee is $10,000. For institutions over $1B in assets, the annual fee is $25,000. There are no implementation or configuration fees.
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on October 29, 2021
- Languages
- English