Accelerate Banking and Credit Union Application Conversions
Introducing the Fortimize and Blend Salesforce Connector
The Fortimize Blend Salesforce Connector integrates the Blend Consumer Banking Suite, designed specifically for banking and credit union customers, with Salesforce.
- 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.
How it Works:
Our solution increases your application conversion rates by capturing stalled, abandoned, or declined applications. The Connector allows your institution to recapture lost opportunities and to enhance customer engagement from within Salesforce.
Real-Time Lead Creation in Salesforce
Captures near real-time leads in Salesforce for applications that have been abandoned or declined.
Existing 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
Meeting the Challenges of Financial Services: Fortimize Launches Delivery as a Service
