One view of holdings, cases, and relationships
coverage hierarchy and ownership
Customer self-service and partner / Direct Selling Agent workspace
Reusable links to core, loan, card, bureau, and
payments
Core banking systems weren’t built to show the full customer relationship. Foundation 360 unifies fragmented account data into a single Agentforce view without replacing what’s already running. Relationship teams see one customer, one truth not five disconnected systems. One accurate picture, built on top of what you already have.
Account onboarding and lending shouldn’t take weeks of manual handoffs. Growth Engine digitizes onboarding, lending workbenches, and partner channels natively on Salesforce. Funding moves faster because approvals do. Less paperwork. Faster approvals. More deals closed.
Guided capture, eligibility, electronic signature
One queue, dual control, artificial intelligence assist
Attrition signals and win-back journeys
Attribution and trusted payouts
Buckets, promises, cure journeys,
hardship flags
Limits, closures, disputes, document requests
Omnichannel deflection and copilots
Jurisdiction-correct, auditable correspondence
Collections and contact‑centre service demand speed and context banking‑trained AI delivers both. Service & Collections modernizes operations, connected directly to core banking systems. Agents get context instantly; customers get faster resolutions. Smarter conversations, better recovery rates.
KYC, AML, and consent management eat up hours when customer data lives in silos. Trust & Data unifies customer profiles and automates screening in one connected place. Compliance teams move faster without cutting corners. One source of truth, fully audit‑ready, built for compliance at scale.
Anti-Money Laundering, and Sanctions case overlay
Unified profile, consent, journey triggers
Encryption, audit, retention from day one
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
© 2026 Design &Developed By BlMedias
