Customers Commercial Finance (CCF), the equipment financing and leasing arm of Customers Bank, is renowned nationwide for its diverse finance products spanning transactions from $25,000 to $25 million.
In their effort to expand into the small-ticket division, they needed a digital finance solution that could manage a high volume of applications while seamlessly integrating with Customers Bank’s technology stack. CCF selected Salesforce for its versatility, serving as both a CRM and a comprehensive workflow engine for small-ticket loan processes.
With Fortimize, CCF developed a digital finance platform for small-ticket transactions, utilizing Sales Cloud, Sales Dialer, Marketing Cloud, and crucial software integrations. By digitizing their loan application process, CCF enhanced the customer experience and effectively managed speed and risk. This solution notably reduced financing timelines and empowered the team with deeper insights into customers and prospects.
