Financial technology CRM

Discover why Salesforce solutions are at the heart of FinTech.

 
 

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How Salesforce's CRM can help your FinTech business.

 

Learn how LendInvest bring together sales, service, and marketing.

 

Frequently Asked Questions.

 

What is embedded finance?

Embedded finance is the integration of financial services or tools into a non-financial business. This helps a wider range of businesses offer their customers certain financial services in a convenient way.

What does risk management include?

Risk management is how financial firms protect themselves against risks such as fraud or customers defaulting on payments. Examples include robust identity checks and using data analytics to assess whether a person is likely to make repayments.
 
 
 

Explore the advantages of Salesforce for FinTech.

 

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