CRM & Advisory Solutions

Easily provide personalized financial product offers to clients.

Don't Make Your Clients Wait

Provide clients personalized credit solutions in less than 60 seconds.

Totally Integrated

Use existing CRM data to pre-fill our quick & easy form.

Show, Don't Tell

Guide your clients through the process in-person or remotely, you both view the same offers.

Comprehensive Inventory

Enable your clients to consolidate debt or start saving—with minimal action required.

Here's How It Works with Salesforce

Turn Your CRM Into A Financial Services Marketplace

Leverage Existing Data

Client data is pre-populated from your CRM data, letting you create an application with just a few clicks. Rest assured, no PII is shared with Even until a user consents via a text message.

Provide Personalized Offers

Each application is matched with the providers from across our network using machine learning and our dataset of over 80 million profiles. Matched lenders respond with pre-approved and pre-qualified offers which we collect on a convenient rate table.

Client Visibility

Your client will feel in control with required consent checks and the ability to access their results on their device. Links are conveniently sent via SMS and email.

Find us on the Salesforce AppExchange

What's next?

Financial Services

Explore the Financial Services available on our network.

    Use Cases

    See how different sectors are powered by Even.

      Proven Scale & Trust

      $525B+

      in consumer applications for financial services

      100M+

      consumer profiles generated

      6.5 Million+

      applicants routed monthly

      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. "

      Kyle Taylor
      CEO

      Awards

      Press

      Read all about it!

      PYMNTS: Even Launches Embedded Finance App on Salesforce
      PYMNTS
      PYMNTS: Even Launches Embedded Finance App on Salesforce
      Now, financial advisors and other businesses will have a way to leverage Even’s platform for their clients. ‘Financial Products for Salesforce’ - Powered by Even, a plug-and-play app available on the Salesforce AppExchange, matches consumers with real-time, personalized financial product offers.   Click below to read more at PYMNTS.com.
      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.