It’s a new year and we’ve made some big changes. Check out Apsona’s all-new pricing bundles for your organization!
It’s a new year and we’ve made some big changes. Check out Apsona’s all-new pricing bundles for your organization!
Apsona for Finance / FinTech / Banking
Apsona enables financial institutions, fintech startups, and banking organizations to unify customer data, automate compliance, and enhance portfolio visibility directly inside Salesforce.
Apsona automated our KYC verification and compliance reports, saving hours of manual work each week.
Our client onboarding time dropped from days to hours once Apsona integrated document automation and reporting.
We consolidated customer exposure and transaction data into unified dashboards. Risk tracking has never been simpler.
If my budget allowed only one additional program from the Salesforce.com AppExchange, my choice would be from Apsona.
Automate data verification, regulatory checks, and reporting across customers and accounts.
Connect Accounts, Opportunities, and Transactions for a 360-degree client view.
Generate KYC forms, credit memos, loan agreements, and audit summaries directly from Salesforce records.
Use Dedupe & Match to eliminate duplicates and maintain clean, regulated data.
Apsona is fully compatible with Salesforce Shield and encryption requirements for secure data management.
Streamline manual workflows and uncover key trends across portfolios with real-time, customizable reporting.
| Bundle | Includes | Best For |
| Essentials | Apsona for Salesforce, Multi-Step Reporting, Grids, Document & Email Merge, Dedupe & Match, Dashboards | Fintech startups and smaller financial teams managing customer operations. |
| Advanced | Everything in Essentials plus Scheduler, Report Automation, Quick Start Templates | Mid-sized banks and fintechs automating reporting and compliance workflows. |
| Premium | Everything in Advanced plus Workflow Customization, Cross-Org Reporting, Integration Support | Global banks and financial institutions managing multi-branch compliance and risk reporting. |
Designed to firms of all sizes, Apsona helps financial teams ensure accuracy, transparency, and efficiency across regulatory and operational workflows.
How Apsona Supports Every Role Across Your Organization
| Persona | User Story | Apsona Solution |
| Compliance Officer | I need automated audit-ready reports and AML alerts across all client accounts. | Multi-Step Reporting + Scheduler + Document Merge |
| Relationship Manager | I want unified customer data and dashboards for personalized engagement and portfolio growth. | Multi-Object Reporting + Dashboards |
| Finance Operations Lead | I need to reconcile daily transactions and accounts inside Salesforce for faster financial close. | Multi-Step Reports + Dedupe & Match |
| Chief Risk Officer | I want real-time dashboards to monitor compliance exceptions and financial risk exposure. | Scheduler + Cross-Org Reporting |
| Client Onboarding Specialist | I need automated document verification and approval workflows for new clients. | Document & Email Merge + Scheduler |
Visit our AppExchange listing to install Apsona for Salesforce.
Configure your KYC, compliance, and client portfolio objects using Apsona’s Configuration Manager.
Automate your audit-ready reports, transaction dashboards, and client communication workflows with Scheduler and Merge.
Scale your regulatory and risk reporting visibility across branches, business units, and compliance teams.
Simplify compliance, automate reporting, and accelerate client onboarding
— all within Salesforce.
See how financial institutions streamline compliance, reporting, and client management with Apsona for Salesforce.
Retail & Commercial Banks:
Automate KYC, AML, and compliance workflows for customer onboarding and audit readiness.
FinTech Companies:
Centralize customer transaction, and risk data for automated compliance reporting and analytics.
Wealth Management & Investment Firms:
Track portfolio performance, generate investment summaries, and maintain audit trails within Salesforce.
Credit Unions & Regional Banks:
Automate documentation, regulatory submissions, and SLA reporting for member operations.
Insurance & Lending Firms:
Generate policy or loan documentation and monitor underwriting performance directly inside Salesforce.