Digital Transformation Catapults the
Mortgage & Banking Industry

Seamless Omni-channel experiences – anytime, anywhere

START YOUR JOURNEY FROM
TRADITIONAL TO DIGITAL

There are many challenges in the current mortgage lending process that digital can fix. Lack of transparency and visibility due to the involvement of the multiple stakeholders can be considered as one of the biggest roadblocks. Whereas, high operational cost is a challenge due to numerous disparate systems and hours of manual work. An extremely cumbersome and long process for mortgage loans is another challenge attributed to unmanageable paperwork and cross-verification of various data from different stakeholders. The likes of Uber, Airbnb, Netflix have exposed the users to delightful customer experiences. Whereas, the inability to provide a great user experience is a pertinent question of the today’s mortgage industry.

Emerging digital technologies are promising to eliminate a host of aforementioned problems. Mobile Apps, Data analytics, Machine Learning (ML), and RPA are some of the digital technologies that are powering digital transformation of the mortgage industry from a cumbersome and time-consuming affair to enable delightful customer experiences.

Areas that can unlock unprecedented opportunity in the otherwise traditional sector

  • CLOUD HOSTED APP
  • INTELLIGENT MOBILE APP
  • PREDICTIVE ANALYTICS
  • ROBOTIC PROCESS AUTOMATION

IMPERATIVES

 

  • RPA and AI-driven solution for leveraging data science and domain expertise to accelerate the process of predictive underwriting — making it faster, efficient and more accurate.
  • Mobile Apps coupled with image and voice capability can help field agents capture data and update backend systems seamlessly.
  • Bringing operating efficiencies by reducing cost and time through digital document management and blockchain-based smart contracts to reduce manual paperwork and verification process.
  • An intelligent bot can be used to engage customers when they are on a website. The bot can ask questions, give them contextual answers and lead them to book a meeting with an agent.
  • Providing information related to payment gateways, budgeting, data visualization, and account management through digital dashboards.

 

Why Choose Evoke’s Salesforce CoE

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Salesforce Experts

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Salesforce Certifications

Manufacturing, BFSI, Services, Education

Industry Expertise

Our Service Offerings :

  • Salesforce Consulting
  • Salesforce Customization
  • Salesforce Integration
  • Salesforce Migration

Salesforce Products We Implement :

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Experience Cloud
  • Revenue Cloud
  • B2B Commerce
  • B2C Commerce
  • Tableau Analytics

Get insights on our Salesforce services to address your business needs

Talk to our Senior Director,
Salesforce Practice

Vishnu Srivatsavai