Customers Commercial Finance (CCF)
Solution Stack
Sales Cloud, Aspire, Credit Platform
Business Units
Credit & Risk Management
Services
Implementation
Timeline
24 weeks
Building Trust Into Every Credit Decision
Customers Commercial Finance (CCF) is a mid-sized consumer and commercial lender serving communities across the Southeast. As application volume surged, their teams struggled with disconnected risk tools and manual approval processes that slowed credit decisions and introduced operational risk.
Problem
CCF was growing fast—but their workflows weren’t keeping up. As credit applications surged, the team found themselves trapped in disconnected systems, toggling between Salesforce, Aspire, and their proprietary risk engine just to complete a single approval.
Each decision required manual coordination, repetitive checks, and blind spots that introduced risk and drained valuable time. The business needed to move faster—but without exposing itself to compliance gaps or degraded portfolio quality.
Process
To solve this, CCF partnered with Fortimize to turn Salesforce into a unified decisioning engine. Working alongside the credit and technology teams, Fortimize configured Salesforce Sales Cloud to integrate directly with Aspire and CCF’s internal risk platform.
Credit checks, fraud screening, and compliance steps were embedded directly into the workflow—eliminating manual toggling and making every stage fully auditable. Approval paths became consistent, real-time data replaced guesswork, and the process finally worked at the speed the business required.
Results
Credit adjudication became faster, more accurate, and fully scalable. The risk team gained confidence that every loan met policy without chasing paper trails or juggling spreadsheets. Sales and back-office teams spent less time on duplicate work and more time serving customers. Most importantly, the bank could grow without compromise—delivering quick decisions that customers trusted, while keeping controls exactly where they needed to be.
Executive Outcomes | Operational Impact | Technical Shift |
|---|---|---|
Protected portfolio | Removed duplicative tasks | Created API-level data flow |
Audit-ready controls
| Reduced errors and delays | Was compliance-ready |
Impact on the Customer Experience
Clients received faster credit decisions with fewer delays and document requests—removing the guesswork from the lending experience. The result was a smoother, more transparent process that built trust and gave customers confidence that CCF was acting in their best interest.
