Manage financial products in Salesforce, including customer records, lending, savings, reporting, and ledger integrations.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
Baytree — screenshot from the Salesforce AppExchange listing

What it does

Baytree provides core banking functions within Salesforce for financial institutions. Its functions include customer management, loan origination and applications, loan accounts, savings accounts and transactions, reporting, dashboards, and general ledger integrations. It can connect with third-party decisioning engines and includes customizable workflows, automation, real-time analytics, and Quantum AI loan decisioning.

Key capabilities

from the Salesforce AppExchange listing

Customer management

Provides customer management for financial institutions.

Loan management

Supports loan origination, loan applications, loan account management, and loan account transitioning.

Savings management

Supports savings account management and transactions.

Decisioning integrations

Integrates with third-party decisioning engines.

Reporting and dashboards

Includes reporting and dashboards.

Ledger integrations

Supports general ledger integrations.

Workflow automation

Provides customizable workflows and automation.

Loan decisioning

Quantum AI provides loan decisioning.

Who it's for

Financial institutions.

In the catalog

206 plugins in Salesforce Platform · Finance

Price distribution: 42 free, 19 freemium, 145 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Baytree is a cloud-based core banking platform built on Salesforce, offering financial institutions flexibility and control to design and manage diverse financial products. The system supports standard core banking functionality such as customer management, loan origination, loan application management, integration …»

Official marketplace listing

Publisher
FERN COMPUTER SERVICES LIMITED
Updated on marketplace
Facts verified