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Financial ServicesSalesforce
Salesforce Financial Services Cloud Integration
Unify client relationships across wealth management, banking, and advisory with Salesforce integration.
Integration Use Cases
1
Sync client portfolios to Financial Services Cloud
2
Automate advisor activity tracking
3
Track client household relationships
4
Manage opportunity pipelines for advisors
5
Enable compliant client communication logging
Key Benefits
Complete client relationship visibility
Improved advisor productivity
Better household management
Streamlined opportunity tracking
Compliant communication records
Integration Features
1
Portfolio data synchronization
2
Advisor workbench integration
3
Household relationship mapping
4
Opportunity management
5
Communication archiving