FinTech Product

Lending Domain

About Cymetrix Software

Cymetrix is a strategic Salesforce Consulting Partner with more than 70+ Happy Clients. We have been empowering businesses globally with offices in San Francisco & New York (USA), Mumbai (India), and Reading(UK). We have talented and certified, technical and functional consultants on the complete Salesforce range of products namely Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Einstien Analytics, CPQ, Pardot, Commmunity Cloud & Mulesoft among others. We have domain expertise in Banking and Finance, Pharmaceuticals, Fintech, Manufactueing, E-commerce, Healthcare, Tech-Industry and Starups.

Case Study
Problem Statement

Company wanted to develop product on Salesforce platform to help lending business.
Platform Used

Salesforce Force.com platform, Customer Community Cloud, Docusign, Quickwork etc
  • Development of self servicing customer portal
  • Client onboarding module
  • Risk Assessment module
  • Integration with Third party platforms like Docusign , KYC platform using Quickwork and Salesforce Integration
  • Custom File management using integration of Salesforce with AWS Cloud
  • Integration with Bank

  • Self Servicing portal for clients
  • Faster processing of loans
  • Integration with major financial institutions
  • Reconciliation and reports
  • Cross Selling and Upselling of products

Unlock the power of Customer 360

Contact us now to explore how Cymetrix can transform your business.

We have had an excellent experience working with Cymetrix Software on Salesforce implementation. Cymetrix Software has been great partners from setting up through to customer service. I would not hesitate to recommend them to anyone thinking of a Salesforce implementation.... Show more
Aspira Diagnostic

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