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Schedule a call
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Automation
Client Stories
Blogs
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Our Company
Our Team
Careers
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A Leading financial services company in Recreational lending
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A Leading financial services company in Recreational lending
CATEGORY:
Finance
LOCATION:
Tampa, Florida
TECHNOLOGIES:
Salesforce Sales Cloud, Pardot Marketing Cloud, Experience Cloud, UIPath, Gravity Forms, 360 SMS
Project Brief:
A full services solution from loan origination to loan processing and full F&I buildout ( custom) on Salesforce
Business Features:
Loan Qualification
Loan Origination
Loan Processing
Dealer Portal
Customer Portal
Email Nurturing
Omni Channel Collaboration
RPA
Project Duration:
6 Months
Phase 1
12 Months
Phase 2
Ongoing AMS
Results:
Revenue jumped 3x in 18 months
Loan processing time cut by 27%