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Richie Lending VS Salesforce Financial Services Cloud

Compare Richie Lending VS Salesforce Financial Services Cloud and see what are their differences

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Richie Lending logo Richie Lending

Shopify for business loan brokers. Our platform helps start, run, and scale a business loan brokerage.

Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
  • Richie Lending Landing page
    Landing page //
    2021-08-06

Richie provides a website, a CRM, negotiates with lenders (we have 100+ on the platform), finds the best loan options, and does all paperwork for broker's clients. Loan brokers do what they love - sell and promote.

Loan brokers do what they love - sell and promote, make a commission, we take little percent from their commission.

Good for: - accountants, lawyers can have an extra gig - sales companies can become loan brokers in 1 day - existing brokers can move to all-online process - banks and lenders can use us for declined customers

  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06

Richie Lending videos

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Salesforce Financial Services Cloud videos

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Perspectives on a Salesforce Financial Services Cloud Implementation

Category Popularity

0-100% (relative to Richie Lending and Salesforce Financial Services Cloud)

Richie Lending

Salesforce Financial Services Cloud

Fintech
100 100%
Fintech
0% 0
Business & Commerce
0 0%
Business & Commerce
100% 100
Personal Finance
100 100%
Personal Finance
0% 0
CRM
0 0%
CRM
100% 100

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What are some alternatives?

When comparing Richie Lending and Salesforce Financial Services Cloud, you can also consider the following products

FunderHunt - Easy small business loans with $0 broker fee

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

Loan Sherpa - Prepare for your business loan, before going to the bank 💸

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

Marcus by Goldman Sachs - Personal loans to help manage high-interest credit card debt

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

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