Avoka Exchange™ Catalog

The Avoka Exchange™ is a catalog of pre-integrated FinTech applications to extend the power of Avoka Transact™.

Avoka Transact for Salesforce

Integrate frictionless digital account opening forms, onboarding transactions and service forms into your Salesforce.com ecosystem and seamlessly offer engaging, mobile-responsive customer experiences. Empower staff to begin new customer on-boarding or account/loan applications from within Salesforce and then share links to the product applications with customers to complete themselves. Extend your Salesforce environment to customers that don’t have a Salesforce login.

  • Integrate your Avoka Transact digital sales and service applications on your public website with your Salesforce environment
  • Launch pre-filled, mobile responsive forms from Salesforce
  • Capture customer input and uploaded documents directly in to your Salesforce record
  • View customer / prospect data as it is entered for real time customer engagement
  • Have visibility on a customer basis of new applications that have been Started, In Progress, Completed and Abandoned
  • Leverage Salesforce capabilities to push reminders to help encourage customers to complete the application forms you’ve sent to them
  • Enable your staff to exchange form based data with customers directly from Salesforce processes
  • Leverage the benefits of other integrations for ID scanning, Identity Verification, Account Aggregation, eSignatures etc. within your Salesforce environment
  • Avoka delivers business agility with rapid release, test and iterate capabilities including built-in analytics to identify abandonment hotspots
  • Salesforce clients can benefit from Avoka’s off-the-shelf solution to extend account applications, onboarding forms, and service input out to customers across mobile, tablet and desktop devices

Extend the reach of Salesforce to your customers and partners.


Preferred Partner, CRM, Australia, EMEA, North America