Email-to-anything is a Salesforce Email Automation solution which streamlines workflows, reducing manual input and improving overall efficiency
Salesforce + Ortoo + AI is a huge opportunity for the Financial Services industry. Customer interactions, decision-making, and client servicing will be streamlined with intelligent AI-driven workflows; Policy management, compliance, fraud detection, claims processing, renewals are all areas ripe for automation.
Discover how your Financial Services organization can start realizing their AI potential today with Ortoo’s suite of products.
To book a demo, please pick a suitable date and time. Alternatively, contact us at sales@ortooapps.com and we can sort things out the old-fashioned way.
From initial enquiry to final decision, in the loan process a smooth turnaround has a huge impact on customer experience. In turn, this has a positive impact on your conversion rate.
Q-assign and Email-to-anything provide the perfect solution to automate and optimize every step of the loan application process. Via AI-powered automation, fully integrated within Salesforce, your team can focus on delivering great customer service, while the technology handles the data management, document processing and task assignment.
Automating Loan Applications on Salesforce in Four Steps:-
1. Efficient Data Management
Captures and organize unstructured data from incoming loan applications, emails, web forms and even email attachments, converting them into Salesforce field data.
Benefits: Time-saving, error reduction
2. Intelligent Assignment
Automatically route loan applications to the most qualified loan officers based on criteria such as expertise, availability, and workload.
Benefits: Improved processing times, enhanced customer experience
3. Dynamic Prioritization
Use AI to prioritize high priority loan applications. dynamically.
Benefits: Manage urgent requests efficiently, meet critical deadlines.
4. Automated Follow-ups
Make sure no application falls through the cracks and applicants are kept informed with automated follow-ups on loan applications, sending reminders and updates to both applicants and loan officers.
Benefits: Faster conversion rate; faster time to value
Your financial services customers want accurate answers, fast. Our solutions integrate seamlessly with Salesforce to provide the real-time customer data needed to power customer service via chatbot. Via AI plus automation, ensure your customers get quick and accurate responses to their questions, while complex issues are efficiently escalated to human agents.
AI-Powered Customer Service on Salesforce
1. Seamless Integration with Salesforce
Ortoo’s solutions integrate directly with Salesforce, enabling real-time data access for your AI chatbots. Customers receive up-to-date information on account balances, transaction statuses, and product details without delay.
Benefits: 24/7 response, accuracy
2. Intelligent Inquiry Routing
Routine inquiries are automatically handled by AI chatbots providing immediate assistance and reducing waiting time. Enhance customer satisfaction (CSat) by providing immediate assistance and reducing wait times for simple inquiries.
Benefits: Operational cost saving, reduced waiting times, enhanced CSat
3. Case Deflection
Significantly reduce the workload on your customer service team with Case deflection, freeing up your human agents to focus on more complex issues.
Benefits: Operational cost saving, faster time to resolution, enhanced CSat
Safeguard Your Financial Services with Advanced AI Solutions
Protecting your customers and your business from fraud is a top priority. Our solutions interface seamlessly with real-time Salesforce data to provide AI driven fraud detection and prevention solutions. Via AI and automation in Salesforce, identify and mitigate fraudulent activities.
AI-Powered Fraud Detection on Salesforce
1. 24/7 data monitoring in Salesforce
Connect directly with Salesforce data for real-time monitoring and analysis of transactional data patterns. Potential fraud can be swiftly and accurately identified.
Benefits: Real-time monitoring, accurate detection
2. Intelligent Fraud Detection
Our AI algorithms continuously analyze patterns and behaviors to identify suspicious activities. Routine transactions are monitored automatically, while flagged activities are escalated for further investigation by fraud analysts.
Benefits: Early fraud detection, enhanced security
3. Automated Risk Assessment
Automate the risk assessment process with our AI-powered solutions. Transactions are evaluated in real-time, with high-risk activities flagged for immediate action, minimizing potential losses and preventing fraud.
Benefits: Reduced fraud losses, proactive risk management
4. Efficient Case Management
Streamline the investigation process by efficiently managing fraud cases within Salesforce. Via AI and automation, be sure every case is prioritized and assigned to the right team members, delivering quick and effective resolutions.
Benefits: Faster case resolution, improved operational efficiency, enhanced CSat
AI-Powered Credit Scoring on Salesforce with Up-to-date Financial Data
Our Salesforce-native solutions integrate seamlessly to provide real-time access to financial data. Leveraging external analytical models, you can accurately assess customer creditworthiness and deliver AI-powered credit scores.
1. Accurate Credit Scoring
Utilize AI to analyze a customer’s financial history and behavior. Our solutions enable you to provide accurate credit scores that align with individual customer profiles.
Benefits: Improved decision-making, enhanced risk management
2. Efficient Credit Management
Automate the analysis and monitoring of customer credit data with our AI-driven tools. This ensures that you can proactively manage credit risk and adjust lending strategies based on real-time data.
Benefits: Proactive risk management, reduced manual effort
3. Effective Upselling and Cross-Selling
Leverage AI insights to identify opportunities for offering additional financial products. Provide customers with relevant and valuable recommendations, driving additional revenue and deepening customer relationships.
Benefits: Increased revenue, improved customer retention
Ensure Compliance and Streamline Reporting with Ortoo Solutions
Robust compliance and regulatory reporting is essential for financial services. Use Salesforce data in conjuntion with our solutions to automate compliance tasks and generate accurate regulatory reports.
AI-Powered Compliance and Reporting on Salesforce
1. Seamless Integration with Salesforce
Our solutions integrate directly with Salesforce, providing real-time access to compliance-related data. Automatically capture and organize necessary information for regulatory reporting, making sure that your financial services remain compliant.
Benefits: Real-time data access, accurate reporting
2. Automated Compliance Monitoring
Our AI-powered tools continuously monitor transactions and activities for compliance with regulatory requirements. Routine checks are performed automatically, flagging any non-compliant actions for review.
Benefits: Continuous compliance, reduced risk of violations
3. Intelligent Data Management
Our solutions manage and organize compliance data efficiently, so that all necessary documentation is readily available for audits and regulatory reviews.
Benefits: Improved data accuracy, streamlined audit processes
4. Efficient Regulatory Reporting
Generate accurate and timely regulatory reports with our automation solutions. Our tools compile data from various sources within Salesforce, creating comprehensive reports that meet regulatory standards and deadlines.
Benefits: Timely reporting, reduced administrative burden
Wealth Advisory Services via AI
Delivering personalized wealth management services is key to retaining clients and driving growth. Assess client portfolio data in Salesforce, such as risk tolerance and financial goals, to enable wealth advisors to provide tailored recommendations, powered by AI. Drive greater client satisfaction, retention, and revenue with our intelligent automation solutions.
AI-Powered Wealth Advisory on Salesforce
1. Up-to-date Customer Data
Our Salesforce-native solutions can we integrated to provide real-time access to client data. Leveraging external analytical models, wealth advisors can accurately assess client portfolios and deliver AI-powered personalized recommendations.
Benefits: Real-time data access, accurate portfolio assessment
2. Personalized Wealth Recommendations
Utilize AI to analyze a client’s wealth portfolio, risk tolerance, and financial goals. Our solutions enable wealth advisors to provide bespoke investment recommendations that align with individual client needs and objectives.
Benefits: Improved CSAT, enhanced client engagement
3. Efficient Portfolio Management
Automate the analysis and monitoring of client portfolios with our AI-driven tools. This ensures that wealth advisors can proactively manage investments and adjust strategies based on real-time data.
Benefits: Proactive portfolio management, reduced manual effort
4. Effective Upselling and Cross-Selling
Leverage AI insights to identify opportunities for upselling and cross-selling financial products. Provide clients with relevant and valuable recommendations, driving additional revenue and deepening client relationships.
Benefits: Increased revenue, improved customer retention
We would love to talk more about your plans to power your Salesforce processes with AI.
Give us an overview of your use case, whether that’s Sales, Service, Operations or another function, and we can set up a meeting to showcase some solutions.
Account | Sage Intacct
Department | Service
Account | Verivox
Department | Sales
Account | Oppfi
Department | Operations
Our apps are designed to tackle real-world complexity in large and high-growth companies. Here are some of the use cases that we typically address, and features that we typically deploy for Financial Services
Email Automation
Outlook Integration
Data Ingestion
Omni-channel Routing
Advanced Round Robin
Automated Reassignment
Live Availability
Dynamic Load Balancing
Lead Scoring
Case Escalation
Case Deflection
AI Spam Detection
AI Sentiment Analysis
Automated Priorization
Territory Management
Real-time Notifications
Plug-in actions
ChatGPT Integration
AI-powered actions
Work Automation
Assign any work item to the best available Salesforce user via intelligent rules and dynamic Plug-in Actions
Revolutionize sales performance and revenue growth through intelligent, data-driven lead and opportunity assignment
Revolutionize customer service delivery and customer satisfaction through intelligent, data-driven case assignment
Effortlessly manage emails in Salesforce. Send to distribution lists, capture replies. Auto-create, auto-update
Transform the way you manage territories. Empower your teams with data-driven territory assignment
Make every communication count.
streamline your business communications within Salesforce
