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CloudMyBiz and AI Assist Poised to Change the Alternative Lending Sales Process | PRWeb

CloudMyBiz and AI Assist Poised to Change the Alternative Lending Sales Process | PRWeb

CloudMyBiz and AI Assist Poised to Change the Alternative Lending Sales Process

Conversica Automated Sales Assistant Integrated to Salesforce

CloudMyBiz and AI Assist Powered by Conversica, have teamed up to change the way Merchant Cash Advance (MCA) companies do business with an automated artificial intelligence system that nurtures leads, improves conversion and response rates and increases ROI. Conversica’s A.I. Sales Assistant is a brand new approach to the sales process, and through the CloudMyBiz Salesforce Frameworks, that A.I. will now be custom tailored to the Alternative Lending and MCA Industries.

“As a Salesforce consultant and developer, we are always on the look-out for quality apps and technologies to bring to our clients,” said Henry Abenaim, Founder and CEO of CloudMyBiz. “When it comes to the sales process, we have seen that developing leads and relationships can cause significant pain and slowdown for our clients. The Conversica A.I. Sales technology is something that could dramatically alter the face of Alternative Lending and MCA.”

AI Assist uses the Conversica advanced Sales Assistant A.I. to tirelessly follow up on leads, intuitively develop relationships and then transfer hot leads to real salespeople to close the deal. Built on the idea of humanizing automation, A.I. Assist Powered by Conversica uses proven sales methods and psychology to boost sales and ROI by making the sales process warmer and more personable.

“We have noticed that our Salesforce customers see a higher overall ROI, because of the ease and workflows that the Salesforce and Conversica integration allows,” said Roman Vinfield, President of AI Assist, powered by Conversica. “With the MCA industry being such a big part of our business, we have been looking for a best in breed organization to partner with who will maximize the benefits of our technology for our clients. We couldn’t be happier to partner with CMB, who couldn’t have a greater reputation in the MCA and Lending industries. We are excited to work together and to bring current and future clients a superior product”

About CloudMyBiz

The CloudMyBiz team, via the Fundingo suite of apps, empowers business through the Cloud and encourages streamlined collaboration between departments, clients, customers and partners. CloudMyBiz focuses on Salesforce Implementation, Migration, Integration and Development, Third Party Applications, and Custom App Development, all specializing for the lending industry.

About AI Assist

AI Assist is an exclusive partner of Conversica, and the only provider of the Conversica software for the finance industry. Conversica provides lead management software for marketing, inside sales and sales organizations. Presented as a customized online persona, Conversica engages and nurtures leads through natural email exchanges until the lead converts into an opportunity or opts out. Conversica is used by more than 12,000 sales representatives worldwide and has assisted in the creation of more than US$8 billion in sales revenue.

Contact Information:

Dennis Mikhailov
Business Development | CloudMyBiz, Inc.
P 818.732.4316 | M 818.419.7339
dennis@cloudmybiz.com

Roman Vinfield
President AI Assist Powered by Conversica
P 917.664.7200
roman@aiassist.com

CloudMyBiz and Ocrolus Announce Ground-Breaking FinTech Partnership | deBanked

CloudMyBiz and Ocrolus Announce Ground-Breaking FinTech Partnership | deBanked

CloudMyBiz and Ocrolus Announce Ground-Breaking FinTech Partnership

PerfectAudit API Integration with Salesforce

June 4, 2017CloudMyBiz, a leader in Salesforce development and implementation, is pleased to announce a new partnership with Ocrolus, an emerging innovator in bank statement review automation. The integration of the PerfectAudit API, powered by Ocrolus, into the Fundingo lending platform by CloudMyBiz, has created the industry’s first turnkey solution, revolutionizing Alternative Lending.

For years, lenders have relied on inefficient and lengthy procedures for bank statement review, a critical part of the loan underwriting process. This is no longer the case. Combining the PerfectAudit API with our Fundingo Underwriting automation, we are taking the slowest part of the lending process and supercharging it. This partnership will have a huge impact on FinTech. said Henry Abenaim, Founder and CEO of CloudMyBiz.

The PerfectAudit API analyzes uploaded bank statements with 99+% accuracy, replacing manual review with automation. Ocrolus technology enables lenders to review every borrower’s bank statement data automatically, regardless of whether or not the borrower provides sensitive bank login credentials. Through the partnership with CloudMyBiz, the PerfectAudit API will be integrated directly into Salesforce.

“Until we started plugging in the PerfectAudit API, even the elite, technology-driven lenders could not review every application digitally,” said Sam Bobley, Co-founder and CEO of Ocrolus. “Partnering with CloudMyBiz is a groundbreaking moment because it’s leveled the playing field, allowing lenders of all shapes and sizes to transition to a hyper-accurate loan determination process within days. CloudMyBiz takes on all the implementation work, so achieving greater accuracy and automation than firms who’ve invested millions into technology is now just a phone call away.”

About CloudMyBiz

The CloudMyBiz team, via the Fundingo suite of apps, empowers business through the Cloud and encourages streamlined collaboration between departments, clients, customers and partners. CloudMyBiz focuses on Salesforce Implementation, Migration, Integration and Development, Third Party Applications, and Custom App Development, all specializing for the lending industry.

About Ocrolus

Ocrolus is a technology company that automates the review of bank statements. The Company’s PerfectAudit platform analyzes statements from every financial institution with 99+% accuracy, generating account information, summary analytics and a comprehensive database of transactions. By replacing one of the few remaining manual underwriting procedures with hyper-accurate automation, Ocrolus strives to strengthen the FinTech ecosystem.

Contact Information:

Dennis Mikhailov
Business Development | CloudMyBiz, Inc.
P 818.732.4316 | M 818.419.7339
dennis@cloudmybiz.com

Sam Bobley
CEO, Ocrolus Inc.
o: 646.850.9090 Ext. 1
c: 516.233.4293
sbobley@ocrolus.com