Seniors Money: Salesforce delivered by Ignyto.
Ignyto implemented 123 FormBuilder for Seniors Money, a lending business.
Looking for a Salesforce partner? Ignyto is a Salesforce Summit partner with 115 Salesforce certifications and more than 1,000 projects delivered, working with finance — lending organisations from London, Manchester and Dublin. See what we implement or read all 80 case studies.
Book a discovery call →Spry Finance is part of the Irish-owned Seniors Money International group with over fifteen years of experience with providing Lifetime Loans to customers across the globe, including Ireland, Spain, Australia and New Zealand. It is the only provider of Equity Release Lifetime Loans for people over the age of 60 in Ireland.
The purpose of this project was to accelerate the form filling process in a key area of the Seniors Money lifetime loan application process.
The form has been previously completed on paper and data was re-entered into the Salesforce system manually. The aim was to help users by creating a user-friendly form with pre-filled fields and e-signature functionality to not only remove error prone manual entry and duplication of processes, but also to save their time.
- Creation and design of the form via 123 FormBuilder
- Configuration of pre-fills for appropriate fields
- Configuration of writebacks for appropriate fields
- Configuration of a PDF copy of the form
- Configuration of emails upon form submission
- 123 FormBuilder Configuration Training
Successful implementation of Application Form.
Successful implementation of Application Form
Elimination of paperwork, duplication of effort and human error
Successful configuration of pre-fills and writebacks
“Ignyto understood our business requirements and produced an end product that met our requirements. The successful implementation of the application has added increased efficiency to our business process.”
Seniors Money · Finance — Lending
Integration, where the systems need it.
Salesforce rarely stands alone. Ignyto builds the integration layer in-house — MuleSoft certified, with native APIs where a connector does the job.
How we approach integration →Book a 30-minute call with a Salesforce consultant.
No pitch deck. We will tell you what the work involves, roughly what it costs, and whether the return is there.