Banking & Finance in Salesforce

Complex deals. Simple quoting. From commercial lending to treasury bundling—configure, price, and forecast without leaving Salesforce.

Screenshot of Valorx Wave sales dashboard showing account sales agreements with columns for product, planned quantity, sales price, and discount percentage for October 25 and November 25.

Valorx Fusion interface showing an Excel sheet titled Deal Pricing Estimator with sections for Quote Information, Partner Information, Account Information, Customer Price, and Equipment Summary.

Enhancing Salesforce for industry leaders

Lending

Lending & loan quoting

Configure and price multi-product commercial deals—term loans, revolvers, LCs, treasury services—in one view. No more quoting in spreadsheets, then re-entering into Salesforce.

View and edit loan terms in one grid

See every component of a commercial deal: Principal, Rate, Spread, Fees, Covenants, Maturity—all in a single editable grid. Update pricing across loan types without clicking into each record.

Flag pricing exceptions automatically

Conditional formatting highlights deals outside standard pricing bands—spreads below floor, fee waivers, non-standard covenants. Route exceptions for approval without manual review.

Bulk update rates across deals

When prime moves or spreads tighten, update rates across hundreds of open deals in one action. Keep every quote current with the latest pricing grid.

Model loan profitability in Excel

Pull deal data into Excel with Fusion. Calculate blended rates, fee income, margin impact, and ROE. Model different pricing scenarios and push approved terms back to Salesforce.

Treasury

Treasury & service bundling

Corporate clients need 10–50+ treasury services. Configure and price entire bundles in one view instead of clicking through each service record.

Configure services in one grid

View all treasury services for a client in one grid: Service, Status, Fee, Volume Tier, Effective Date. Enable services, apply pricing, and set volume tiers in bulk.

Apply bundle pricing across services

Select services and apply bundle discounts in one action. Conditional formatting highlights services outside standard pricing or with expiring agreements.

Mass enable/disable services for clients

Activate a full service bundle across a list of clients in one operation. Sunset legacy services across the book without touching each record.

Model bundle profitability in Excel

Pull treasury services into Excel with Fusion. Compare fee revenue across service combinations, import competitive benchmarks, and calculate earnings credit impact on net fees.

Forecasting

Pipeline & forecasting

Connect forecasting models to live Salesforce data—so projections stay current without manual exports or disconnected spreadsheets.

Build rolling forecasts with live data

Pull pipeline data into Excel with Fusion. Build rolling forecasts that update automatically as deals progress. Separate forecasts by product type, segment, or relationship manager.

Model rate and timing scenarios

Create what-if scenarios: interest rate changes, win rate adjustments, deal slippage. See how each scenario impacts revenue—then use the best-case inputs for budget planning.

Update pipeline in bulk

View your entire pipeline in one grid. Bulk update stages, probabilities, close dates, and amounts. Conditional formatting flags stale deals (30+ days no activity) and slipping dates.

Align sales and finance on one forecast

Give relationship managers, sales leadership, and finance access to the same pipeline grid. Everyone edits in Salesforce—no more competing forecast spreadsheets.

Fee Income

Fee income & cross-sell

Treasury management is a stable, low-risk revenue source—but most commercial banks have dormant value within existing relationships. Model fee income with live Salesforce data.

Model fee income under volume scenarios

Pull treasury services, historical volumes, and fees into Excel with Fusion. Model fee income under different volume scenarios. Calculate impact of earnings credit rate changes on net fees.

Identify cross-sell opportunities

Compare services used by similar clients to identify gaps. Build targeted cross-sell campaigns based on treasury service adoption patterns.

Track fee revenue by client and segment

View all clients with their monthly fee revenue, ECR offset, and net contribution in one grid. Spot declining relationships before they churn.

Bulk adjust fee schedules

When fee schedules change, update pricing across thousands of service records in one grid. Apply new tiers, update effective dates, and flag expiring agreements.

Portfolio

Portfolio & risk management

Manage thousands of loans across commercial, retail, and mortgage portfolios in a single grid. No timeouts. No record-by-record rate resets.

Bulk edit portfolios at scale

View thousands of loans in one grid without timeouts. Update rates, status, risk ratings, or maturity dates in bulk. Filter by product type, segment, or performance status.

Flag delinquencies and watch list credits

Conditional formatting highlights past-due loans, watch list credits, and maturing loans. Prioritize collection efforts and credit reviews without running separate reports.

Annual rate resets in minutes

Apply index rate resets across thousands of floating-rate loans in one operation. No more running data loader scripts or opening tickets with IT.

Stress test portfolios in Excel

Pull loan portfolio into Excel with Fusion. Model revenue under rate scenarios, calculate prepayment impact, run concentration analysis. Build net interest income forecasts by product.

Compliance

KYC & AML compliance

Regulatory changes trigger remediation of thousands of records. Bulk update risk ratings, track enhanced due diligence, and hit regulatory deadlines without native UI pain.

Bulk update risk ratings & status

View all customers requiring remediation in one grid. Update risk ratings, compliance status, and review dates in bulk. Track documentation requirements across segments.

Flag overdue reviews & missing docs

Conditional formatting highlights overdue KYC reviews, missing documentation, and high-risk customers requiring enhanced due diligence. Prioritize based on risk and deadlines.

Remediate segments after regulatory change

When a new rule requires re-rating a customer segment, update tens of thousands of records in bulk. Track remediation progress across teams in a single grid.

Build compliance dashboards in Excel

Use Fusion to build real-time compliance dashboards. Track review completion rates, EDD backlog, and time-to-remediation KPIs with live data from Salesforce.

See how fast Salesforce
can actually feel.

If you can do it in spreadsheet,
you can do it in Valorx.

<14 days

to production

10x

faster portfolio updates in Salesforce

2500+

treasury pricing combinations handled

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Built for financial services teams

Valorx works across banking and finance verticals using Salesforce

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Commercial Banking

Multi-product deal configuration, portfolio management, covenants

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Retail Banking

Loan portfolios, KYC remediation, cross-sell campaigns

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Wealth Management

Household rollups, financial goals, advisor productivity

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Treasury Services

Bundle configuration, fee income modeling, ECR analysis

Work in Salesforce like you work in a spreadsheet.

Wave

A spreadsheet interface built inside Salesforce.

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Learn more

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Fusion

Your Salesforce data, live in Excel and Google Sheets.

Screenshot of a spreadsheet titled 'Deal Pricing Estimator' displaying customer price, equipment summary with tables, charts, and detailed pricing information.

Learn more

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See what Valorx adds to Salesforce

FSC connects your client data. Valorx makes it manageable.

Without Valorx

Commercial deals quoted in Excel, re-entered into Salesforce

Revenue forecasts in disconnected spreadsheets

Salesforce UI times out on 1,000+ loan views

KYC remediation record-by-record

With Valorx

Configure and price multi-product deals in one grid

Rolling forecasts with live FSC sync

Thousands of loans in one grid without timeouts

Update risk ratings and reviews for tens of thousands at once

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Eric Winston

Service Supervisor

Book a demo

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Why teams choose Valorx

Valorx has made complicated data uploads quick and easy, saving valuable time. The implementation was quick and the support simply top notch!

Dawn Jamieson

Business Operations Manager, Nvidia

Besides the efficiency gains, Valorx has helped us mitigate data leakage and improve accuracy. I highly recommend Valorx to anyone who works with Salesforce data.

Ben Wong

Sales Operations Manager, Adobe

We use Valorx for sales forecasting. Very powerful, highly recommend the product. Excellent customer service and exceptionally fast turnaround time.

Karthik Dosapati

Data Analyst, Western Digital

When it comes to data migration, I see a limitless potential to migrate CPQ master data between orgs to maintain configuration, pricing, and quoting processes without the need for lengthy data loader processing.

Ian Jones

Senior Revenue Cloud Consultant, Globant

Frequently asked questions

Does Valorx work with Manufacturing Cloud?

Yes. Valorx works with all Manufacturing Cloud objects including Sales Agreements, Account Forecasts, and Warranty Claims.

Can I use Valorx with Salesforce CPQ?

Yes. Bulk edit quote line items, update pricing across products, and compare quotes side-by-side.

How does Wave help with forecasting?

Wave lets you edit Account Forecast records in bulk—update planned quantities across accounts, products, and time periods in one grid. Conditional formatting highlights variances between planned and actual.

When should I use Fusion instead of Wave for forecasting?

Use Fusion when you need complex calculations, seasonal adjustments, or what-if scenarios that require Excel's formula capabilities. Fusion syncs live with Salesforce, so your models stay connected to Manufacturing Cloud data.

Does Valorx respect Salesforce security?

Yes. All permissions, sharing rules, and validation rules are enforced. Users only see and edit data they have access to.

How fast can we deploy?

Wave deploys in minutes as a managed package. Fusion requires Excel add-in installation. Most teams are live within 14 days.