List of Salesforce Loan Origination Customers
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Since 2010, our global team of researchers has been studying Salesforce Loan Origination customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Salesforce Loan Origination for Loan Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Salesforce Loan Origination for Loan Management include: Yes Bank, a India based Banking and Financial Services organisation with 28000 employees and revenues of $1.76 billion, Karur Vysya Bank(KVB)], a India based Banking and Financial Services organisation with 8889 employees and revenues of $581.0 million and many others.
Contact us if you need a completed and verified list of companies using Salesforce Loan Origination, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Salesforce Loan Origination customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Karur Vysya Bank(KVB)] | Banking and Financial Services | 8889 | $581M | India | Salesforce | Salesforce Loan Origination | Loan Management | 2017 | n/a |
In 2017, Karur Vysya Bank implemented Salesforce Loan Origination to establish a centralized Loan Management capability. The deployment was positioned to standardize loan intake and underwriting workflows across the bank while strengthening orchestration of application intake and approval processing.
Salesforce Loan Origination was configured to support application intake, workflow orchestration for underwriting and approvals, document capture and tracking, and status management across the loan lifecycle. Configuration work included rule based decisioning and task automation to standardize credit checks and approval routing, aligned with typical Loan Management functional models.
The implementation included an explicit integration with the bank's core banking system Flexcube, referenced as the CBS integration with the LOS Salesforce. Integration work connected customer master data, account information, and loan lifecycle events between Flexcube and Salesforce Loan Origination to enable coordinated processing across the CBS and the loan origination system.
Governance and operational ownership were anchored in the bank's Digital Transformation office, with a Senior Manager based in Chennai managing CBS Flexcube integration and LOS activities between May 2017 and April 2022. IT and lending operations teams were organized to manage ongoing configuration, testing, and operational handoff for Loan Management processes.
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Yes Bank | Banking and Financial Services | 28000 | $1.8B | India | Salesforce | Salesforce Loan Origination | Loan Management | 2020 | n/a |
In 2020, Yes Bank implemented Salesforce Loan Origination to modernize retail lending intake and decision workflows. Salesforce Loan Origination was deployed as a Loan Management application with the explicit objective to accelerate retail growth and to bring consistency to front-office origination across the bank's retail channels. The deployment centralized origination processing and standardized application intake for retail loan products.
Functionally the implementation emphasized application intake, automated underwriting orchestration, credit decisioning workflows, document management, approval hierarchies, and workflow automation consistent with Loan Management capabilities. Operational scope targeted retail lending business functions including branch sales teams, relationship managers, and retail operations, executed via a phased rollout under centralized governance to align policy, compliance checks, and approval rules. Configuration work focused on templated origination workflows and approval routing, while program governance established change control and operational handoffs between sales, credit and operations groups to operationalize the Salesforce Loan Origination platform.
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