Seamlessly Integrate Blend with Salesforce to Boost Application Conversions
The Fortimize and Blend Salesforce Connector
Many banks and credit unions leverage Blend’s Consumer Banking Suite for its document collection and verification tools used when opening mortgages, loans, deposits, and accounts.
Integrating Blend with Salesforce and Core banking systems is an ideal way to:
- Improve Customer Experience: Customers can pick up right where they left off with your sales team, avoiding the frustration of starting over and ensuring a smoother path to completing their applications.
- Enhance Sales Efficiency: Provide your sales team with the information they need to make informed, tailored follow-ups, all within the familiar Salesforce environment.
- Boost Conversion Rates: Proactively recover stalled or abandoned applications by automatically generating Salesforce leads, turning potential losses into successful conversions.
Unlock New Opportunities:
This accelorator increases your application conversion rates by capturing stalled, abandoned, or declined applications from Blend and resurfacing them as unique data points in Salesforce.
Reactivate data across customer touchpoints to unlock:
Real-Time Lead Creation
Captures near real-time leads in Salesforce for applications that have been abandoned or declined.
Customer Identification
Determines if the applicant is already an existing customer or member of your institution.
Streamlined Follow-Up
Efficiently follow up with prospects to complete applications, increasing conversion and retention rates.
Resources
