Even Financial Launches Product For Financial Advisors On Salesforce


Even Financial has launched a new application, Financial Products for Salesforce, available on the Salesforce AppExchange to help financial advisors and other businesses expand their financial service offerings, the B2B FinTech announced Wednesday (April 14).

By using Salesforce Contact Data and machine learning, Financial Products for Salesforce helps financial advisors create personalized financial product offers for their clients. The offers range from helping clients refinance debt and student loans to starting savings accounts and finding the right insurance offers, according to the press release.

“The addition of Financial Products for Salesforce to AppExchange can be a new avenue for businesses to utilize the Even API as the definitive search, comparison, and recommendation engine for financial solutions,” Even Founder and Chief Executive Officer Phill Rosen said in the press release.

Salesforce’s existing data allows for clients to pre-fill Even’s forms when creating custom financial solutions like pre-approved loan offers.

As banks tightened lending standards at the start of the pandemic, consumers found credit increasingly less available to them, a shift that is causing them to seek other, nontraditional lending and credit options, PYMNTS reported last year.

Built on Salesforce, Even’s platform opens its clients up to a network of service providers, like LendingClub, LendingPoint and Haven Life Insurance Agency.

“Our app gives users a simple way to match clients with over 100+ personalized financial solutions in real time using existing Salesforce data, with near minimal effort required from clients beyond providing consent,” Rosen said in the press release.

Even’s platform has over 400 partners and has issued over $3 billion in credit over its API in 2020, according to the press release.

“We are excited that Financial Products for Salesforce is continuing to innovate on AppExchange as they power digital transformation for financial services customers,” said Woodson Martin, GM of Salesforce AppExchange, an enterprise cloud marketplace.