Created:

2019-01-29

Even Financial partners with PerformLine to strengthen its compliance monitoring capabilities

New York, NY – January 29, 2019 – Even Financial, the leading search, comparison and recommendation engine for financial services, announced today that it is partnering with PerformLine, a RegTech company, to strengthen its compliance monitoring efforts.

PerformLine provides companies across the financial sector with a comprehensive marketing and sales compliance oversight solution to mitigate those risks. By leveraging PerformLine’s SaaS platform, Even will get proactive compliance coverage across the channels where it interacts with consumers.

“As a marketer of financial products, Even must adhere to lending regulations and maintain compliance throughout our entire partnerships network,” said Phillip Rosen, Co-Founder and Chief Executive Officer of Even. “PerformLine’s robust platform is incredibly advanced and its turnkey, programmatic solution seamlessly compliments our needs. This partnership will save us time and allow us to focus on growth and further development of our API.”

“Compliance is a crucial but tedious aspect of financial services,” said Alex Baydin, Founder and Chief Executive Officer of PerformLine. “As Even continues to grow its distribution through many partners, maintaining effective compliance monitoring practices will become ever more critical. Even has an incredibly strong partnerships network, and we see this collaboration as a win and opportunity for both companies.”

Rosen and PerformLine Vice President, Chris Dessi, are speaking at LeadsCon, a performance marketing conference, on March 6th in Las Vegas. Their session, “How to Endure the Challenges of Today’s Regulations with Tech”, will address the future of regulatory compliance and how highly regulated industries can effectively utilize technology in their compliance processes.

Through its platform, Even enables a wide range of over 200 partners – companies like Credit.com, The Penny Hoarder, Transunion and Empower – to connect and monetize their audience with optimal product recommendations and real-time decisions from financial institutions, such as Prosper, LendingClub and Marcus by Goldman Sachs.

About Even Financial

Founded in 2015, Even Financial, a NYC based FinTech company, is the leading search, comparison and recommendation engine for financial services. Even provides essential infrastructure for financial institutions and channel partners to connect consumers with personalized products (including loans, deposits and more), utilizing its robust yet simple API. Even is proven to lower the cost of acquisition, improve monetization, monitor compliance and deliver transparency at scale. The Even platform serves as a trusted intermediary for financial institutions – including Prosper, LendingClub and Marcus by Goldman Sachs – that finds consumers through its vast network of channel partners and distributes their products digitally.
For more information, visit https://evenfinancial.com.

About PerformLine 
PerformLine is the leading RegTech company delivering automated sales and marketing compliance solutions to mitigate regulatory risk and ensure brand safety. Its cloud-based platform empowers enterprises with the intelligence, insights, and tools needed to mitigate risk across all consumer interactions channels including web, voice, chat, and email. PerformLine provides its clients with significant time and costs savings by automating compliance activities across channels and departments. For more information, visit www.PerformLine.com or follow PerformLine on Twitter and LinkedIn.

 

Media Contact:

Cristina Martinez

Prosek Partners for Even Financial

cmartinez@prosek.com

(646) 818-9215

Disclaimer: The material provided on this site is not intended to provide legal, investment, or financial advice or to indicate the suitability of any Even Financial product or service to your unique circumstances. For specific advice about your unique circumstances, you may wish to consult a qualified professional. Any information or statistical data sourced by Even Financial through hyperlinks, from third-party websites, are provided for informational purposes only. While Even Financial finds these sources to be accurate, it does not endorse or guarantee any third-party content

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WHAT OUR PARTNERS ARE SAYING

"... generating some of the highest approval rates and conversion rates among our online acquisition partners. The transparency and focus on data have allowed us to drive consistent growth and success each month. "

"... a streamlined consumer experience, helping millennials with no collateral, budget, or saved money. Even’s impressive matching algorithms simplify the process of finding the best personal loans to meet your needs."

"... a truly modern and easy to use platform for the financial services marketing world. They make it easy to develop consumer friendly, innovative products in a space dominated by legacy platforms."

"... Their wide-reaching network and tech integrations bring in qualified, high-converting leads, and their team has been a pleasure to work with. "

"... generating some of the highest approval rates and conversion rates among our online acquisition partners. The transparency and focus on data have allowed us to drive consistent growth and success each month. "

"... a streamlined consumer experience, helping millennials with no collateral, budget, or saved money. Even’s impressive matching algorithms simplify the process of finding the best personal loans to meet your needs."

"... a truly modern and easy to use platform for the financial services marketing world. They make it easy to develop consumer friendly, innovative products in a space dominated by legacy platforms."

"... Their wide-reaching network and tech integrations bring in qualified, high-converting leads, and their team has been a pleasure to work with. "

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Even Financial Launches ‘Financial Products for Salesforce’ - on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace
EVEN
Even Financial Launches ‘Financial Products for Salesforce’ - on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace
Now Financial Advisors and Any Business Can Easily Provide Real-Time, Personalized Financial Products to Their Clients - Including Loans, Savings and More — powered by Salesforce.   NEW YORK, NY – April 14, 2021 – Even Financial, a platform for financial services search, acquisition, and monetization, today announced the launch of ‘Financial Products for Salesforce’ — Powered by Even, a plug-and-play application on Salesforce AppExchange. The Financial Products for Salesforce application will enable financial advisors and other businesses to expand their services, instantly matching clients with real-time, personalized, pre-approved financial product offers, including personal loans, insurance, student loan refinancing, and savings accounts.   Built on the Salesforce Platform, Financial Products for Salesforce — Powered by Even is currently available on AppExchange.   Financial Products for Salesforce — Powered by Even   With the installation of the Financial Products for Salesforce application, financial advisors can generate personalized financial solutions for their clients utilizing existing contact data—enabling them to refinance debt or start saving in seconds, backed by product offers from financial services providers. The Even platform uses direct connections to the underwriting systems of financial services providers and machine learning to match consumers with personalized financial solutions from an expansive network of premium financial services providers and lending partners such as LendingPoint, Haven Life Insurance Agency, and LendingClub. By integrating personalized financial solutions, advisors will be able to match their clients with the financial products they need—while also earning revshare.   “The addition of Even Financial Products for Salesforce to AppExchange can be a new avenue for businesses to utilize the Even API as the definitive search, comparison, and recommendation engine for financial solutions,” said Phill Rosen, Founder and Chief Executive Officer of Even. “Moreover, our app gives users a simple way to match clients with over 100+ personalized financial solutions in real time using existing Salesforce data, with near minimal effort required from clients beyond providing consent.”   With the Even app, financial advisors are now able to:   • Extend their client services with credit, debt management, and savings solutions   • Use existing Salesforce Contact Data to pre-fill Even’s quick and easy form to generate personalized financial solutions in less than 60 seconds, such as pre-approved loan offers if the client is qualified   • Provide their clients personalized recommendations from across a network of 100+ financial products from many top institutions   • Help their clients while benefiting from Even’s revenue share program   “We are excited that Financial Products for Salesforce is continuing to innovate on AppExchange as they power digital transformation for financial services customers,” said Woodson Martin, GM of Salesforce AppExchange. "AppExchange is constantly evolving to meet the needs of our customers, and we love watching our partners evolve alongside us."   Even has continued its rapid growth trajectory in 2020, surpassing over $3 billion in credit issued through its API, expanding its platform to over 400 partners, and was recently named as one of “America’s Best Startup Employers” by Forbes for 2021 and placed in the Top 50 of the 2020 Deloitte Technology Fast 500. Even has secured over $60+ million in funding from major financial institutions and venture capital firms, backing its goal to evolve the financial services acquisition ecosystem, with real-time, personalized search, comparison, and recommendations.   To learn more, please contact us at Partner.Salesforce@EvenFinancial.com.     About Salesforce AppExchange   Salesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies to sell, service, market and engage in entirely new ways. With more than 6,000 listings, 8 million customer installs and 90,000 peer reviews, it is the most comprehensive source of cloud, mobile, social, IoT, analytics and artificial intelligence technologies for businesses.     Additional Resources   • Like Salesforce on Facebook: https://www.facebook.com/salesforce   • Follow Salesforce on Twitter: https://twitter.com/salesforce   • Become a fan of Even Financial on Facebook: https://www.facebook.com/evenfinancial/   • Follow Even Financial on Twitter: https://twitter.com/evenfinancial   • Keep up with Even Financial on LinkedIn: https://www.linkedin.com/company/evenfinancial/   Salesforce, AppExchange and others are among the trademarks of salesforce.com, inc.   About Even Financial   Founded in 2014, Even Financial is a B2B fintech company that is transforming the way financial institutions find and connect with consumers. As the leading search, comparison, and recommendation engine for financial services, Even seamlessly bridges financial institutions (including American Express, Goldman Sachs, and SoFi) and channel partners (such as TransUnion and LendingClub) via its simple yet robust API and embeddable solutions. Even turns any consumer touchpoint into an ROI-driven, fully customizable, programmatic acquisition source with full compliance and security at scale. Even’s investors are leading financial services firms and VCs, including American Express Ventures, Canaan Partners, Citi Ventures, F-Prime Capital (Fidelity), Greatpoint Ventures, Goldman Sachs, LendingClub, and MassMutual Ventures. Even was named as one of “America’s Best Startup Employers” by Forbes for 2021 and placed in the Top 50 of the 2020 Deloitte Technology Fast 500, which recognizes the fastest growing tech companies in the world. Even has originated over $3B in credit to date.    To partner with us, click below to get started.
Even Named to Forbes’ List of “America’s Best Startup Employers” for 2021
FORBES
Even Named to Forbes’ List of “America’s Best Startup Employers” for 2021
After evaluating 2,500 American startups with at least 50 employees, Even has been named in the Top 500 of Forbes’ second annual list, which recognizes companies that stand out in: employer reputation, employee satisfaction, and growth.   Click below to see full listing.
Even Ranked Top 50 in the Deloitte Technology Fast 500
DELOITTE
Even Ranked Top 50 in the Deloitte Technology Fast 500
Even is ranked within the Top 50 on the Deloitte Technology Fast 500, a prestigious list that ranks the fastest-growing technology and life sciences companies in North America.   To see the full list of winners click the button below.