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Connect Financial Planning Platforms to Financial Services Cloud

Featured Speakers:

Rose Palazzo, Group President, Financial Planning,
Envestnet MoneyGuide
Iwan Schafthuizen, Managing Director Business Development & Platforms, Ortec Finance
Drew Seelig, Industry Go To Market Senior Director, Salesforce
David Son, Product Management Director, Salesforce
Jeremy Schowalter, Wealth Solutions Specialist, Salesforce

Learn how to integrate financial planning platforms like MoneyGuidePro and OPAL with Financial Services Cloud using prebuilt, open APIs available in our spring release, removing the need to spend resources on custom builds, custom APIs, and middleware. Hear from Salesforce product management and solutions engineering about how this connection will empower bankers and wealth managers with a simplified way of gathering financial planning information and driving actionability around it.

Find out how you can improve front office productivity by surfacing household data from Financial Services Cloud in financial planning platforms, eliminating the need to ask repetitive questions of clients. See how you can view financial planning details in Financial Services Cloud and drive actions around clients’ goals. Learn how to enable and bankers and wealth managers to easily create actionable segments to prioritize and focus outreach.


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