Loan application
Components: Progress Indicator · Slider · Input Choice Set · Scoped Notification
Salesforce examples for financial services
Banking, lending, insurance and wealth use cases: account opening, loan applications, claims, fraud reviews and client overviews. 44 examples to open live and copy, built with Avonni components such as Metric, List and Datatable.
Financial Services
44 examples
Customer onboarding survey
Components: Progress Bar · Input Choice Set Grid · Dual Listbox · Slider · Rating
Credit card dispute
Components: Progress Popover · Header · List · Vertical Visual Picker · Combobox · Counter · Text Area · Signature Pad · Activity Timeline
Account opening with identity checks
Components: Progress Popover · Vertical Visual Picker · Formatted Name · Formatted Value · Barcode Scanner · Formatted Address · Input Choice Set · Combobox · Counter · List · Signature Pad
Mortgage pre-approval
Components: Header · Counter · Combo Chart · Gauge Chart · Tabs · Datatable · Metric · Scoped Notification
Investment risk profile
Components: Header · Input Choice Set · Slider · Input Choice Set Grid · Metric · Scoped Notification · Metrics Radar Chart · Stacked Pyramid Chart · Visual Picker Link
Business account opening
Components: Header · Separator · Tree · Donut Chart · Visual Picker · List · Signature Pad · Button Group
Card fraud alert review
Components: Header · Map · Activity Timeline · Datatable · Formatted Value · Button Icon · Input Choice Set · Text Area
Retirement contribution planner
Components: Progress Indicator · Metric · Slider · Input Choice Set · Flat Gauge Chart · Scoped Notification · Stacked Column Chart · Carousel
Auto claim first notice of loss
Components: Header · Alert · Visual Picker · User Location · Map · List · Image List · QR Code · Video Player · Activity Timeline · Text Area
Branch advisor booking
Components: Progress Indicator · Visual Picker · Combobox · Input Choice Set · Avatar Group · Map · Calendar · Scheduler · Scoped Notification · Text Area
Wealth client overview
Components: Scoped Notification · Metric · Datatable · Pill Container · Progress Bar
Mortgage underwriting desk
Components: Header · Text · Gauge Chart · Card · Kanban · Progress Bar · Checkbox · Combobox · Text Area · Media Object · Checkbox Button · Button Group · Tree · Activity Timeline
Commercial banking relationship hub
Components: Header · Metric · Container · Search Input · Datatable · Donut Chart · Combo Chart · Relationship Graph · Pivot Table · Separator · Tabbed Container · List
Insurance claim adjuster workbench
Components: Header · Button Menu · Progress Indicator · Metric · Map · Combo Chart · Tabbed Container · Container · Datatable · Pivot Table · List · Kanban · Progress Circle · Formatted Value · Button · Activity Timeline · Text Area · Checkbox · Button Group
Private banking client
Components: Profile Card · Button · Formatted Address · Container · Metric · Tabs · Datatable · Relationship Graph · List · Activity Timeline
Commercial loan covenants
Components: Header · Button Menu · Metric · Container · Date Range · Datatable · Stacked Pyramid Chart · Expandable Section
Commercial policy renewal
Components: Header · Button · Progress Indicator · Metric · Metrics Radar Chart · Image List · Dual Listbox · Vertical Visual Picker
Household financial plan
Components: Profile Card · Avatar Group · Gauge Chart · Metric · Repeatable · Container · Text · Badge · Pivot Table · Vertical Visual Picker
Fraud investigation case
Components: Header · Button Menu · Progress Indicator · Metric · Container · Navigation · Progress Bar · Text · Button · Map · Card · Video Player · Datatable · Activity Timeline · Checkbox · Avatar Group
Merchant onboarding
Components: Header · Button Group · Progress Indicator · Metric · Card · URL Input · Phone Input · Container · List · Progress Bar · Datatable · Donut Chart · Visual Picker · Counter · Toggle Input · Text
Credit union member 360
Components: Profile Card · Button · Badge · Text · Container · Barcode · Formatted Value · Metric · Datatable · Card · Progress Bar · Activity Timeline · Audio Player · Chip Container · List · Counter · Toggle Input
Wealth client portal
Components: Navigation · Metric · Donut Chart · Line Chart · Datatable · Profile Card · Button · Phone Input · Tree · Publisher · Carousel
Small business loan center
Components: Text · Progress Indicator · Card · File Upload · Checkbox · Slider · Combo Chart · Accordion · Accordion Section · Chat · Phone Input · Combobox · Text Area · Button · List
Policyholder hub
Components: Navigation · Alert · Card · Text · Progress Indicator · Separator · Activity Timeline · Button · Donut Chart · Toggle Input · Tabbed Container · Container · Search Input · Tree · List · Phone Input · Checkbox
Mortgage application status
Components: Header · Progress Indicator · Card · Formatted Name · Formatted Value · Output Data · Profile Card · Button · Datatable · Activity Timeline
Investor relations portal
Components: Header · Metric · Column Chart · Gauge Chart · Blockquote · Container · Email Input · Button · Image List · List
Business banking home
Components: Header · Button Menu · Metric · Pivot Table · List · Card · Combobox · Date Range · Button · Datatable
Insurance agent portal
Components: Header · Alert · Metric · Expandable Section · Kanban · Card · Media Object · Button Icon · Button · List · Relationship Graph
Financial wellness center
Components: Header · Metric · Pyramid Chart · Card · Visual Picker · Slider · Profile Card · Button · Microphone · List
Home claim tracker
Components: Header · Metric · Card · Expandable Section · Profile Card · Button · Stacked Column Chart · Formatted Address
Credit card benefits hub
Components: Header · Scoped Notification · Layout · Avatar · Checkbox Button · Card · Color Picker · Carousel
Client account overview
Components: Banner · Metric · Alert · Datatable · List · Bar Chart · Container · Avatar · Scoped Notification
Advisor appointment booking
Components: Page Header · Visual Picker · Date Time Picker · Avatar Group · Chip Container
Trading risk monitor
Components: Page Header · Badge · Layout · Layout Item · Filter Menu · Combobox · Alert · Metric · Card · Datatable · Progress Bar · List
Branch operations console
Components: Page Header · Badge · Metric · List · Activity Timeline · Card · Filter Menu · Datatable · Layout · Layout Item · Progress Bar · Rating
Robo-advisor rebalancing console
Components: Page Header · Badge · Layout · Layout Item · Metric · Data Carousel · Card · Datatable · Slider · Color Palette · Progress Bar
Loan servicing desk
Components: Page Header · Badge · Layout · Layout Item · Metric · Card · Calendar · Tree · Input Choice Set · Counter · Datatable · List
Claims photo review
Components: Page Header · Badge · Layout · Layout Item · Metric · Card · Progress Indicator · Alert · Image List · Rating · Datatable · Signature Pad
Banking contact center
Components: Page Header · Badge · Layout · Layout Item · Metric · Card · Avatar · Chip Container · List · Chat · Datatable · Audio Player · Input Choice Set
Branch self-service kiosk
Components: Page Header · Chip Container · Badge · Metric · Card · Layout · Layout Item · Visual Picker · Avatar · Barcode · Microphone · List
Portfolio heat map
Components: Page Header · Badge · Metric · Map · Card · Layout · Layout Item · Progress Bar · Datatable · Color Gradient · Chip Container · List
KYC refresh queue
Components: Page Header · Badge · Metric · Datatable · Card · Progress Indicator · Dual Listbox · Date Time Picker · List · Activity Timeline
Investment portfolio overview
Components: Page Header · Layout · Layout Item · Metric · Card · List · Datatable · Alert