Generate and deliver financial documents accurately, quickly and securely

​iDialogue's Financial Services extension package combines the power of Salesforce™ with pre-integrated document automation to meet the unique needs of financial institutions.

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• Microsoft Word merge templates pre-integrated with FSC objects
• Support for Person Accounts, Households, or Contacts
• One-click document generation
• Document delivery
• Secure document portal with private group messaging
• Activity trail of all document interactions

​Professional Services to get up and running quickly

• Free assistance installing and configuring iDialogue
• Convert Word documents to merge templates
• Configure branded document rooms for sharing documents with customers
• Configure FSC page layouts with iDialogue lightning components

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Features that support a wide range of needs

• Quotes and Proposals
• eStatements
• Financial Disclosures
• Loan documents
• Person Accounts / Contacts
• Multi-Currency / Multi-Language
• Wealth Management
• Banking
• Insurance