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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

by | Oct 25, 2017 | News

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

Conversica Automated Sales Assistant Integrated to Salesforce

LOS ANGELES (PRWEB) OCTOBER 24, 2017

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 Honored as one of the 2017 Inc. 5000 Fastest Growing Companies in America

CloudMyBiz Honored as one of the 2017 Inc. 5000 Fastest Growing Companies in America

by | Sep 7, 2017 | News

CloudMyBiz Honored as one of the 2017 Inc. 5000  Fastest Growing Companies in America

Following 3 strong years of servicing and consulting in the Alternative Lending industry, CloudMyBiz earned the ranking of the #789 fastest growing company in America

September 7, 2017 – Los Angeles, CA (PRWEB) – CloudMyBiz, a leader in Salesforce development and implementation, has been ranked #789 by Inc. Magazine in the 36th annual listing of the nation’s fastest-growing private companies. Between 2013 and 2016, CloudMyBiz grew 576%, all while enabling clients in the Alternative Lending and MCA space to grow and thrive.

In a young industry that is constantly changing, CloudMyBiz has certainly experienced challenges along the road. Founded on the latent demand for intuitive and efficient systems for lenders, CloudMyBiz jumped into a marketplace lacking in quality business solutions. Business lending deals move fast, and require consultants to be just as flexible to respond. The cornerstone principles of thinking outside of the box and putting the customer first have enabled CMB to meet the ever-changing needs of clients, and been key to the company’s success.

“What a great honor to be included in the 2017 Inc. 5000!” says Henry Abenaim, Founder and CEO of CloudMyBiz. “This is a testament to the commitment and talent of our hardworking employees. I think our core values, always going above and beyond, being in it together and loving what you do, have helped set us apart for our customers. We are in an industry where our growth and success are dependent upon the growth and success of our clients. Being a member of the Inc. 5000 is a testament to the success of our clients.”

The 2017 Inc. 5000, is the most competitive crop in the list’s history. The average company on the list achieved a three-year average growth of 481%. The Inc. 5000’s aggregate revenue is $206 billion, and the companies on the list collectively generated 619,500 jobs over the past three years. To view CloudMyBiz’s profile for the 2017 Inc. 5000, visit: https://www.inc.com/profile/cloudmybiz

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. Specifically tailored for the Lending Industry, CloudMyBiz specializes in Salesforce Implementation, Migration, Integration and Development, Third Party Applications, and Custom App Development.

CloudMyBiz and Ocrolus Announce Ground-Breaking FinTech Partnership | deBanked

CloudMyBiz and Ocrolus Announce Ground-Breaking FinTech Partnership | deBanked

by | Jun 6, 2017 | News

CloudMyBiz and Ocrolus Announce Ground-Breaking FinTech Partnership

PerfectAudit API Integration with Salesforce

June 4, 2017 – CloudMyBiz, 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

CloudMyBiz Helps Merchant Cash Advance Dreams Become Reality | Yahoo Finance

CloudMyBiz Helps Merchant Cash Advance Dreams Become Reality | Yahoo Finance

by | May 2, 2017 | News

 

CloudMyBiz Helps Merchant Cash Advance Dreams Become Reality

In Advance Capital Reaches New Heights

LOS ANGELES–(BUSINESS WIRE)–In Advance Capital (IAC), a fast moving organization in the world of merchant cash advance and small business lending, recently announced that it has secured a $50 million credit line following many quarters of significant growth. CloudMyBiz (CMB), who implemented a fully automated and integrated Salesforce system and integration for the IAC Organization, is extremely happy to see the overwhelming success that this client is having.

The partnership with IAC has been a breath of fresh air. We are very pleased with the success of the project, how it has grown and are looking forward to further growth ahead, says Henry Abenaim, Founder of CloudMyBiz.

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Following a demonstration in August of 2015, In Advance Capital purchased the full suite of CloudMyBiz’s customized Salesforce Apps, including Fundingo Origination, Underwriting, Loan Servicing, Syndication, Decision Logic and Splits. This new system allowed for greater flexibility of reporting, real-time underwriting decisions based on live data, automated loan servicing and significant process streamlining.

CMB’s system, combined with ongoing support and customizations, provided the backbone and functionality to make IAC’s success possible. 18 months later, the results speak for themselves. When they started in 2015, In Advance Capital was funding around $80,000 a month. This number has currently grown to about $2.5 million a month. In the last two months alone, they have seen a 220% increase of applications. The net result of this growth: a new $50 million credit line and very bright prospects for the future.

About CloudMyBiz

The CloudMyBiz team empowers business through the Cloud and encourages streamlined collaboration between departments, clients, customers and partners. CloudMyBiz specializes in Salesforce Implementation, Migration, Integration and Development, in addition to working with Third Party Applications and Custom App Development.

About In Advance Capital

Times Square-based In Advance Capital is a merchant cash advance company providing working capital to small- and medium-size businesses nationwide. Though only 18 months old, In Advance Capital has grown quickly, attributing portfolio transparency, discipline, and strong relationships with investors as keys to their growth and sustainability.

CloudMyBiz Announces Launch of its One-platform Solution at Lendit USA Conference

CloudMyBiz Announces Launch of its One-platform Solution at Lendit USA Conference

by | Mar 6, 2017 | News

CLOUDMYBIZ ANNOUNCES LAUNCH OF ITS ONE-PLATFORM SOLUTION AT LENDIT USA CONFERENCE

New York, NY, March 6, 2017 – CloudMyBiz announced today at the LendIt USA gathering of 5,000 fintech and lending executives in New York City, that CloudMyBiz is launching its one-platform solution for Origination, Underwriting, and Servicing on the world’s #1 CRM platform, Salesforce.com.

With the Alternative Lending space exploding, CloudMyBiz is helping to change the face of the industry with its one platform solution. With creative and powerful custom apps, such as Fundingo, which allows those in the Alternative Lending space to increase lead conversions, generating more sales and growth, CloudMyBiz is one of the young leaders in the industry, creating sophisticated solutions for Origination, Underwriting, Servicing and CRM needs.

There had to be a way of making it easy for Lenders to connect with Brokers and Merchants and vice versa, without money being left on the table,” says Henry Abenaim, Founder of Fundingo. “Fundingo takes the guesswork away. It is one of the most powerful applications on the market, which allows our Customers to close multiple deals at the touch of a button. Fundingo is an industry specific tool, and can be up and running within a few weeks.

About CloudMyBiz

The CloudMyBiz team is here to help you empower your business through the Cloud to encourage even more collaboration between departments, clients, customers and partners as well as streamlining your processes. We specialize in Salesforce Implementation, Migration, Integration and Development, in addition to working with Third Party Applications and Custom App Development. Our team of experts has a plethora of experience in a wide-ranging scope of industries. We will help you reduce your ownership of technology costs and are here to plan, create, deploy and guide you through the Cloud to ensure you get the most from your investment with optimal ongoing results.

About LendIt

LendIt is the world’s largest event series dedicated to connecting the fintech and lending community. Our conferences bring together the leading lending platforms, investors, and service providers in our industry for unparalleled educational, networking, and business development opportunities. LendIt hosts three conferences annually: our flagship conference LendIt USA as well as LendIt Europe in London and LendIt China in Shanghai. LendIt USA 2017 will be held in New York from March 6 – 7.

Learn more at http://www.lendit.com/.

 

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