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Even Financial unveils ‘Financial Products for Salesforce’ on Salesforce AppExchange

By Pavithra R

April 16, 2021

  • Even Financial
  • UK

Even Financial unveils 'Financial Products for Salesforce' on Salesforce AppExchangeNewYork based Even Financial, an API provider for financial services search, acquisition, and monetization, has announced the launch of ‘Financial Products for Salesforce” powered by Even, a plug-and-play application on Salesforce AppExchange.

The Financial Products for Salesforce application will enable financial advisors and other businesses to expand their services, instantly matching clients with real-time, personalized, pre-approved financial product offers, including personal loans, insurance, student loan refinancing, and savings accounts utilizing existing contact data. This enables them to refinance debt or start saving in seconds, backed by product offers from financial services providers.

“The addition of Financial Products for Salesforce to AppExchange can be a new avenue for businesses to utilize the Even API as the definitive search, comparison, and recommendation engine for financial solutions. Moreover, our app gives users a simple way to match clients with over 100+ personalized financial solutions in real time using existing Salesforce data, with near minimal effort required from clients beyond providing consent,” said Phill Rosen, Founder and Chief Executive Officer of Even.

The Even platform uses direct connections to the underwriting systems of financial services providers and machine learning (ML) to match consumers with personalized financial solutions from a network of premium financial services providers and lending partners such as Haven Life Insurance Agency, LendingPoint, and LendingClub. By integrating personalized financial solutions, advisors can match their clients with the financial products they need, while also earning revshare.

With the Even app, financial advisors can:

  • Extend their client services with credit, debt management, and savings solutions
  • Use existing Salesforce contact data to pre-fill Even’s form to generate personalized financial solutions such as pre-approved loan offers if the client is qualified
  • Provide their clients personalized recommendations from across a network of  financial products from  top institutions
  • Help their clients while benefiting from Even’s revenue share program

“We are excited that Financial Products for Salesforce is continuing to innovate on AppExchange as they power digital transformation for financial services customers. AppExchange is constantly evolving to meet the needs of our customers, and we love watching our partners evolve alongside us,” said Woodson Martin, GM of Salesforce AppExchange.

Founded in 2015, Even Financial is a B2B  FinTech company connecting consumers to personalized offers for loans, savings, credit cards, and more with its API service. It seamlessly bridges the gap between FIs and Channel partners.

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