How CapStorm’s Solutions Helped a Bank Make Lending Decisions

Welcome to our Data Unleashed web series. This web series represents a collection of ideas, lessons learned, and use cases accumulated by serving Salesforce customers over the past 12+ years. If your organization uses Salesforce, this web series was designed specifically for you.
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This content and service to the Salesforce community are essential to us here at CapStorm. However, when it comes to helping maximize your data, we feel a sense of duty to help others solve some of the most common and complex challenges related to their Salesforce data. Join us on LinkedIn, Youtube, Twitter, or!

In this week’s episode, Drew shares the story of how one customer is utilizing CapStorm to make better business decisions. The customer, an international, small-business loans originator, offers between $5 million and $25 million of operating capital to mid-size companies, and they were looking for a way to add a personal touch to their customer interactions. 

To accomplish this they replicate the loan origination data out of Salesforce and into their own cloud provider’s generative AI engine. By using CapStorm’s solutions, they’re able to capture and enrich data over time to  make loan approval decisions. By using past historical data, they have more insights into the state of their business.

Tune in each Tuesday for more episodes of Data Unleashed, and discover all the tips and tricks to help you get more value from your investment in Salesforce. In addition, we would love to hear from you if you are looking for a fast, easy, and highly secure way to protect your Salesforce data & metadata! Contact an SFDC data expert or send us a message on LinkedIn!


Video Transcription

Hello, my name is Drew Niermann, and you’re watching Data Unleashed – the video blog series dedicated to helping you get more out of your investment in Salesforce.

Now typically, when we do these episodes, I share a bit of a tip or an idea about how to use Salesforce. 

Today I’m going to share an anonymized customer story from an international small business loans originator. This customer has been doing business with CapStorm for a number of years. And basically, what they do is they offer operating capital to midsize companies somewhere between five and $25 million at max. And what they do is they have a lot of this loan origination and loan repayment data that lives in Salesforce. 

But their vision as a company is to be an organization that doesn’t feel like a big corporation. They want to service mid-market companies with a personal touch. And the way that they do this is they have that loan origination and repayment data replicated out of Salesforce and into their own public cloud provider’s generative AI engine. 

And with CapStorm, they’re able to capture all of this data and keep enriching that data set over time to drive intelligent decision-making on whether they should or should not approve loans. Basically it has allowed them to use past history to make data-driven decisions on whether they should or should not approve a loan and the customer gets feedback really quickly, because this is near real-time data integration.

If you’re in financial services, or any industry where you need to get Salesforce data into your AI engine and your public, private or hybrid cloud, give us a call. My name is Drew Niermann. You can hit me on LinkedIn or send a note to our friends at Thank you so much for watching Data Unleashed

Steven Welch

Steven Welch

Steven has over a decade of experience with content writing and design, and works to bring CapStorm's stories to a wider audience.

About CapStorm

CapStorm is the most technologically advanced Salesforce data management platform on the market. Billions of records per day flow through CapStorm software, and our solutions are used in every industry from credit cards, telecom providers, insurance agencies, global banks and energy providers.

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