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Canadian FinTech Boosts Straight-Through Loan Decisions by 35% with Unified Salesforce Platform

A leading Canadian specialty finance and fintech company manages hundreds of thousands of active loan and receivable accounts. Their portfolio spans distressed loan recovery, credit products, and cloud-based insolvency services.

Previously, customer interactions were managed in Salesforce, while all financial calculations and loan data lived in a legacy platform, DebtNext. Users were forced to jump between systems, slowing down decisions and creating data gaps across the loan lifecycle.

With A5E Consulting’s end-to-end Salesforce implementation, the client unified CRM and financial workflows onto a single platform, delivering real-time visibility, automated financial logic, and measurable operational gains.

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