FinDock for Banking
Create a seamless payment experience that enhances customer satisfaction and helps increase retention.

How FinDock Helps Banking Organizations

Recurring payments

Missed/ failed payment handling

Outbound payments

CRM data matching
FinDock for Banking
FinDock extends Salesforce for banking by connecting it to the world of payments. Become a modern,
connected and customer-centric bank with unified customer data and payment data in Salesforce.

A complete customer 360
Develop deep customer insights across the banking journey and offer experiences that speed up time to pay.
Payments management
Manage one time and recurring payments for loans, mortgages and services in Salesforce with ease.
Reconciliation in Salesforce
Centralize customer and payment data in Salesforce using FinDock’s Guided Matching tool.
FinDock is 100% Salesforce native, which means you enjoy…
Salesforce data security
All data processed by FinDock sits in Salesforce. This automatically provides you with the same security standards as used by Salesforce.
Seamless integration
Increased reliability
Customizable
Enhanced data quality
Extendable to all Salesforce solutions
Want to learn more?
We’d love to show you FinDock for Financial Services in action.
Get in touch to set up a discovery call and demo.