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Processing commercial loan requests is extremely complex and requires many layers of profitability calculations and risk analyses. The bank was using a loan pricing system to manage this process, but the system was costly. What’s more, it was not written within a native Salesforce technical architecture and required an additional interface to be built. This created unnecessary data redundancy with the loan pricing data being stored within two different platforms.
Wanting to reduce the friction in the process, the bank began to search for a solution that would reduce costs and manage their processes in one central location.
We needed a solution that could be built directly in Salesforce.