Salesforce enables seamless integration of digital account opening applications and service transactions into Salesforce contacts and records.
Avoka Transact for Salesforce is a trusted partner of the Salesforce AppExchange, the business app store from Salesforce.
This brings simplicity to your integration and enables you to easily track and manage your digital sales applications from one place.
Direct to Salesforce
Capture application input from mobile and desktop devices directly into Salesforce forms, allowing rapid customer engagement and real-time awareness of customer actions.
Drive Customer Activity
Increase banking customer acquisition by pushing pre-filled, mobile responsive applications to customers directly from Salesforce.
Build on Your Investment
Leverage your existing Salesforce data and create an omni-channel account opening experience with Avoka Transact, an integrated off-the-shelf solution certified by Salesforce.
Increase bank customer acquisition with an omni-channel account opening experience. Avoka Transact for Salesforce enables you to create, send, and store account applications customers can open and complete from their desktop, tablet, or phone.