With years of experience supporting financial services clients in a variety of categories, Astadia created the Commercial Banking Platform to help commercial banks reach greater levels of productivity.
About the Platform:
The Astadia
Commercial Banking Platform for
salesforce.com supports a range
of financial institutions from local &
regional banks through money center
institutions. The platform is designed to
manage client relationships across
commercial lending, treasury management,
investment management, leasing, capital
markets, card services, derivatives, and
private banking services. Financial
institutions enable or disable these
departmental functions to meet their unique
needs and integrate them to back-off
systems.
Features:
- Manage a variety of client services including credit products, treasury management, investment, leasing, capital markets, card services, derivatives, and private banking
- Monitor asset quality, covenant compliance and inter-departmental referrals
- Integrate to loan, deposit, leasing, investment and other back-office systems
Pricing:
Free as configured. The platform is
highly customizable. Contact
us to discuss how we can fine tune the
platform for your institution or enable the
platform features in your existing
salesforce.com deployment. The
self-provisioned customizable trial is
deployed utilizing the Enterprise Edition of
salesforce.com. For customers wanting
alternate editions, please
contact us to
discuss your needs.
Commercial Banking Platform Resources:
- AppExchange Listing
- Data Sheet
- Video Demo
- Free 30-Day Customizable Trial of Commercial Banking Platform
For more information regarding the
Commercial Banking Platform, or to request a
personalized demonstration, send email
inquiries to
banking@astadia.com or contact us.

