Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Zil Money Reviews & Ratings
    605 Ratings
    Company Website
  • Banker's Dashboard Reviews & Ratings
    6 Ratings
    Company Website
  • North One Reviews & Ratings
    5,043 Ratings
    Company Website
  • LendingPad Reviews & Ratings
    302 Ratings
    Company Website
  • Wallester Reviews & Ratings
    263 Ratings
    Company Website
  • SBS Banking Platform Reviews & Ratings
    29 Ratings
  • Axe Credit Portal Reviews & Ratings
    3 Ratings
    Company Website
  • Xero Reviews & Ratings
    5,852 Ratings
    Company Website
  • FISPAN Reviews & Ratings
    5 Ratings
    Company Website
  • D&B Credit Insights Reviews & Ratings
    Company Website

What is Judo Bank?

Are you seeking an opportunity to grow your business? Judo Bank is ready to assist you in achieving your goals. Reach out to one of our committed relationship bankers today. At Judo Bank, we strive to provide Australian businesses with a more equitable chance at success. Recognizing the importance of cultivating strong relationships in the business landscape, our bankers focus on understanding both you and your business on a personal level. We offer customized business lending solutions starting at $250,000, specifically tailored for small to medium-sized enterprises. Currently, our experienced business banking team operates in Melbourne, Sydney, Brisbane, and Perth, with intentions to broaden our reach to more locations in the near future. If you are in need of a funding option that allows for flexibility and manageable repayment plans, our Judo Bank business loan could be the perfect solution to support your growth or financial investments. Furthermore, our Judo Bank line of credit is a practical tool for tapping into funds as required, enabling you to effectively manage your business’s cash flow while concentrating on your path to success. We are confident in your business potential and are prepared to assist you in realizing it fully. With our support, your aspirations can become a reality.

What is Agentforce 360 for Financial Services?

Agentforce 360 for Financial Services is Salesforce’s comprehensive AI CRM platform tailored for the financial industry. It helps institutions become agentic enterprises by embedding autonomous AI into everyday workflows. The platform unifies data across banking, insurance, lending, and wealth management operations. Financial Services Cloud centralizes customer profiles, financial goals, and life events into a single connected experience. AI-driven automation enhances productivity for advisors, bankers, producers, and service representatives. Real-time insights enable teams to proactively recommend products and services aligned with customer needs. The system streamlines onboarding, compliance, and digital lending processes. Industry-specific solutions support retail banking, commercial banking, credit unions, property and casualty insurance, life insurance, and asset management. Built-in analytics measure ROI and uncover performance improvements. Agentforce empowers employees to focus on relationship-building rather than administrative tasks. The platform integrates seamlessly with Salesforce’s broader ecosystem and partner network. Agentforce 360 enables financial institutions to deliver personalized, data-driven experiences while accelerating growth.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Refold
SAP Concur
Sage Intacct
Salesforce
Slack
Workato
Xero

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Refold
SAP Concur
Sage Intacct
Salesforce
Slack
Workato
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Judo Bank

Date Founded

2016

Company Location

Australia

Company Website

www.judo.bank/

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/financial-services/

Categories and Features

Business Bank Accounts

Bank Wires
Bill Pay
Billing & Invoicing
Business Credit Cards
Checking Account
Checks
Expense Management
Instant Payouts
No Fee Payments
Rewards
Savings Account
Spend Management

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Popular Alternatives

Popular Alternatives

NexJ CRM Reviews & Ratings

NexJ CRM

NexJ Systems Inc.
CapitalDigital Reviews & Ratings

CapitalDigital

Capital Banking Solutions
Bankers Realm Reviews & Ratings

Bankers Realm

Craft Silicon
enVisual360 Reviews & Ratings

enVisual360

enSynergy Professional Services