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iDIALOGUE FOR FINANCIAL SERVICES CLOUD (FSC)

iDialogue Accelerator for FSC. Pre-Integrated Document Automation Solution

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
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