Banking

APAC ISV Industry Booklet Banking

Welcome to the APAC ISV industry booklet for banking 93% of CIOs and IT Leaders say that in order to compete, they need improvements in customer experience and customer-facing technology. To achieve this, initiatives to improve system integration and security are considered vital. AppExchange applications speed up and ease integration as they are built on the same platform as the Salesforce Customer 360. This enables CIOs to break down silos and securely integrate data and systems to achieve a single 360 customer view and therefore drive seamless customer experiences. The AppExchange further aligns with CIO priorities by providing industry-specific applications that further enable digital transformation in their sector. The AppExchange has over 7,000 apps and certified consultants. This curated booklet highlights some of the ISV solutions in banking that have the ability to execute in Asia Pacific. Chris Horn RVP ISV Sales APAC Salesforce

Banking ISV 360 Bank operating Document system generation Lending Platform Customer onboarding / KYC Compliance Back up Contact centre Compliance / security Mortgage Complaints Origination APAC ISV Industry Booklet — Banking 3

Banking ISVs ISVs that have a strong, proven use case for the industry WithSecure™ is a leader in Cybersecurity. Developed with Salesforce, WithSecure™ Accelerate your business and personal lending origination business with Q2. Q2 Cloud Protection for Salesforce® solution is dedicated to securing the Salesforce Lending provides a fully digital end-to-end platform able to automate the entire loan Cloud from advanced cyber threats. It prevents cyber-attacks via emails, files and origination life cycle and creates better customer experiences through integration, URLs uploaded to Salesforce Clouds. Trusted by the world’s top banks, insurers, and automation and superior workflow. This highly configurable platform drastically wealth & asset managers, WithSecure provides industry-leading and award-winning reduces time to market and is built to scale. technologies. Learn More > Learn More > Banking organizations depend on deepening and maintaining relationships with Is your document generation smart? SmartCOMM is used by leading banks to create clients. However, they spend an inordinate amount of time on paperwork and sophisticated documents like loan agreements, letters of credit, statements, and processes. Conga’s revenue lifecycle solutions enable banking organizations customer service correspondence. Integrate with leading e-signature platforms, to provide easy-to-use services that are customized, highly secure and quickly support multiple languages/legal terms and incorporate charts, graphs, and images transacted — providing them with more time to spend on their most valuable asset, – all while enabling omnichannel output through just a few templates. their customer. Learn More > Learn More > APAC ISV Industry Booklet — Banking 4

From big-picture problems to the specific needs of a Salesforce technical lead, The nCino Bank Operating System® empowers financial institutions with technology Odaseva delivers complete Salesforce data management for financial services to help them achieve revenue growth, greater efficiency, cost savings and regulatory companies. The Odaseva Enterprise Data Platform helps protect against business compliance. nCino’s single platform is transforming how more than 1,200 financial continuity interruptions, complies with data privacy and residency regulations, and institutions globally operate through innovation, reputation and speed, whose assets easily moves Salesforce data in and out of systems to maximize its value. range from $30 million to more than $2 trillion. Learn More > Learn More > Prizm Lending Suite is an innovative loan management solution designed to meet the needs of digital lending and to enable financial institutes to launch loan products Natterbox is the global solution 100% native on the Salesforce platform. Integrated fast, handle complex processes with ease and deliver exceptional customer value. and managed inside Salesforce, Natterbox’s 5-star CTI and contact centre solution hosts a range of features including IVR, ACD, click-to-dial, call recording, call Learn More > routing, auto-logging, call coaching, voice transcription and sentiment analysis. By integrating telephony with Salesforce, the Banking sector can meet their regulatory requirements, whilst enabling their support agents to offer a personalised experience that will improve their call centre effectiveness by dynamically routing callers to the most suitable agent, along with catering for self service demands. Complaints Pro is a cost-effective ASIC RG-271 compliant solution that helps you handle every customer complaint timely and efficiently, then aggregates customer Learn More > insights empowering you to improve your products and processes. With Complaints Pro, you will be compliant with the Banking Code of Practice, optimize your complaint lodgement for closed-on-first-contact and lodged-as-open, track and report complaints by branches and departments and much more. Complaints Pro integrates with core banking CRM. Learn More > APAC ISV Industry Booklet — Banking 5

Fenergo, a leading regulatory client lifecycle management, has joined forces with Nano platform delivers mortgage origination 3.0. The platform intelligently fuses Salesforce, to radically transform Know Your Customer (KYC), client onboarding and data capture, identification, verification and decisioning, all of which happen in client lifecycle management for financial institutions. Fenergo KYC for Salesforce real-time and parallel to the application. This delivers lenders a material step-change enables true front-to-middle office transformation that delivers an excellent client in unit economics, customer experience and time to approval. The platform is experience – first time, every time. tech-stack agnostic, supporting fast, low-risk, low-cost implementations. Learn More > Learn More > DocuSign Agreement Cloud for Salesforce helps businesses streamline how they prepare, sign, act on and manage vital documents such as loan agreements, Vonage Contact Center for Salesforce is the 100% native global business cloud retail contracts, and risk and liability forms - all integrated with Salesforce. With telephony system for the world’s leading CRM platform. The highest rated voice DocuSign, organisations can do business faster with less risk, lower costs, and solution (over 730 five-star reviews) on the AppExchange, it enables personalized better experiences for customers, partners, and employees. Today, over a million client relationships at enterprise scale, super-charges agent productivity from white customers and more than a billion users in over 180 countries use DocuSign to glove to high volume support, and provides artificial conversation intelligence (AI) accelerate the process of doing business and simplify people’s lives. to enhance every touch point on every interaction. Learn More > Learn More > APAC ISV Industry Booklet — Banking 6

EnEnjjooyy r reaeaddiinngg a abobouutt tthehessee a appppss?? WWaannt tt to fo fiinndd oouutt m morore?e? AppExchange is the most trusted enterprise cloud marketplace with over 7000 apps ForFor m mororee in infforormmaattiionon on on A AppppEExxcchhaannggee and certified consultants to help you extend Salesforce in any department and industry. ssooluluttioionnss,, ddrroop up us a ls a liinnee o or gr geet it in tn toouucchh AppExchange apps have 10M+ installs and more than 117K customer reviews to help you wwiitth yh yoouur Sr Saalleessffoorrcce Ae Accccoouunnt Et Exxeeccuuttiivvee solve critical challenges and make smarter business decisions . The apps featured in these booklets have been selected based on their strong use cases in the selected industries, and an APAC presence with in-region support for our customers. APAC ISV Industry Booklet — Banking 77

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