Any FinOps Process.
One Salesforce Platform.
Cut costs and boost productivity by consolidating onboarding, compliance, mortgage approvals, KYC, and any Financial Operations process in one Salesforce platform.
Finance
Every FinOps Workflow
Client Intake That Writes to Salesforce
Titan captures and syncs client data directly into Financial Services Cloud
Loan Applications Document Collection
Clients can upload income statements, IDs, and proof of residence via secure, branded portals
KYC and Risk Assessments
Create and distribute dynamic surveys to collect financial background data and risk profiles
“We are thrilled with the efficiency of Titan in helping us take our process to the next level.”
Explore Titan for FinOps
Take a deeper dive into Titan for Financial Services, including customer success stories and real-world use cases
Customer Success
Leumi ditches manual work and gets a self-service digital mortgage process with Titan
Ultimate Guide
The Ultimate Guide to Salesforce Doc Gen for Financial Services
Knowledge Base
See how Salesforce Experience Cloud can be leveraged to extend Financial Services
“The platform knows to take all the data from different sources and create the logic we want. We received a very simple and cost-effective solution to a complex challenge.”
Upgrade Experiences in Salesforce Financial Services Cloud
Create any financial form you can dream of for FinOps using Titan’s no-code form builder for Salesforce. Automate data collection within Salesforce for financial services and streamline any contract, including loans, financial services agreements, and employment documents.
Generate docs and sign them securely with the power of real-time Salesforce data. Automate and enable self-service for almost every financial process, from loan applications to prospecting, banking to insurance, and so much more with Salesforce Financial Services Cloud. All clicks and no code!
Contract Lifecycle Management
Redline, edit, comment on, and track any financial contract on the planet every step of the way for rapid deals and seamless collaboration. Automate applications, contracts, and financial documents as they travel between directors, advisors, insurers, and customers. With Salesforce for finance and Titan FinOps you gain an end-to-end solution for financial document processes, secure compliance, and a unified customer experience.
Seamless eSignatures for Finance
Ditch paper for good with legally binding digital signatures and eSignatures for Salesforce. Get your financial docs signed quickly and securely with Titan Sign. We set up a transparent and secure signing experience for financial organizations, customers, and partners.
Turbo-Boost Doc Gen
Generate any financial doc for any use case with the speed and agility of real-time Salesforce data to obtain data handling consent, smooth partner agreements, and much more! Create branded and automated documents at the touch of a button.
Titan for FinOps FAQs
Why should we care about Titan for FinOps?
Disconnected tools slow your team down. Titan replaces your patchwork of forms, portals, and KYC tools with one platform that works directly inside Salesforce.
Is Titan secure enough for financial data?
Yes. Titan is SOC 2 certified, HIPAA and GDPR compliant. Titan never stores any of your sensitive data. It is instantly moved to Salesforce in real-time, where it belongs.
How long does the setup take?
Most teams launch in under 10 days. No coding needed. Our team guides you from day one.
Does it work with our existing Salesforce setup?
Yes. Titan is built for Financial Services Cloud and supports complex orgs out of the box. No need to restructure your data model.
Can we tailor experiences for different roles or products?
Absolutely. Titan lets you create secure, personalized workflows for clients, advisors, and teams—no code required.
What does licensing look like?
No per-user fees. You pay for what you build and launch. Pricing stays predictable as you grow.
What kind of support do you offer?
Live onboarding, fast support, and ongoing help from a team that knows Salesforce and financial services.
Run any Financial Services Process in Salesforce
