From point of sale to origination - simplify lending & deposit account origination through a flexible, AI-powered solution
*Digital Origination is now included in Financial Services Cloud Sales, and Sales & Service Max editions.
Digital Origination includes 25,000 applications. Additional Digital Origination applications available as add-ons at $6,000 per 1,000 applications.
Digital Origination is available as an add-on with Financial Services Cloud Sales, and the Sales & Service Core and Advanced editions, and is included in the Max edition.
Digital Origination add-on includes 25,000 applications credits. Additional application credits available as add-ons at $6,000 per 1,000 applications. The Max edition comes with one-time, per-org seed credits; additional application credits are available for purchase.
*Additional applications are available as add-ons. Contact a sales representative for detailed pricing information.
From resources to embedded experts, get the right level of support and expert guidance for your business.
From support, expert guidance, and resources to our partner apps and experts, the Success Ecosystem is here to help you realize the full potential of your Salesforce investment.
Scale and grow with pre-built apps and expertise on AgentExchange.
Accelerate time to value with unrivaled Salesforce expertise.
Purchase additional Digital Origination loan applications to support your organization.
Book customer appointments with the right specialist at the right time and place.
Build fully featured partner-facing sites and portals that use both the sales and industry data models, components, flows, and templates.
Reach customers across every digital channel.
Personalize customer experiences and optimize each campaign with data-first solutions for any channel and device.
*This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
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Salesforce has all kinds of add-ons, apps, and additional products to help your company stay ahead in your industry. Call us at 1-800-667-6389 to discuss Digital Origination pricing and the kind of products you’re looking to add.
We know things don’t always go according to plan, and we’re here and will try our best to support. Reach out to a sales representative at 1-800-664-9073 to discuss options.
In many cases, Salesforce products integrate directly with many outside applications and systems to help you connect your data. For those that don’t have built-in integration, like on-premises data sources, you can purchase licenses of MuleSoft, work with our integration partners, or use apps on AgentExchange.
Talk to a sales representative to get an idea of what integration solution works best with the Salesforce products you use.
We offer several advisory, adoption, and support plans to our customers. To learn more, visit Success Cloud.
Financial Services Cloud is world’s #1 Agentic CRM for financial services that unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer. Digital Origination provides a flexible, AI-powered solution to simplify lending and deposit account origination from point of sale to approval. Admins can extend prebuilt experiences to expand offerings and bring multiple products to market quickly.
You can add products or upgrade at any time, but some products may need to scale together. Reach out to our sales department at 1-800-664-9073 to explore Financial Services Cloud for Sales and Service pricing and to see what works for your business.
Financial Services Cloud license in Digital Origination is available as Core Edition or Advanced Edition to match any existing Financial Services Cloud licenses your organization has. Additional loans are available as add-ons. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
