[Webinar] Unlock Real-Time Client Investment Insights Directly in Salesforce with Finio
Join Futureform and Sprint Technologies to discover how the Finio Data Hub feeds rich, reconciled investment data into Salesforce Financial Services Cloud, empowering your entire firm with live analytics and a true 360-degree client view.
The Challenge:
Wealth management firms strive to consolidate client investment data from multiple platforms, but legacy Practice Management applications often fall short, struggling to provide timely, actionable insights.
Many firms are unaware that Salesforce Financial Services Cloud, enhanced by solutions like the Finio Data Hub, can overcome these challenges, providing a comprehensive, real-time view of investments. Without this, achieving true operational efficiency and delivering proactive, data-driven advice remains a significant hurdle.
In This Session, You Will Discover🔍:
✅ The Rich Data Finio Delivers: Understand the breadth and depth of client investment data the Finio Data Hub can provide – including multi-platform valuations, holdings, and uniquely reconciled transaction-level details.
âś… Live Insights & Analytics in Salesforce: Witness a practical demonstration of how this integrated data fuels interactive dashboards and analytics within Salesforce Financial Services Cloud for immediate client understanding.
âś… The Step-by-Step Integration Path: Get a clear walkthrough of how the Finio Data Hub is connected to Salesforce to enable this powerful and seamless flow of client investment data.
âś… How to Empower Your Entire Firm: Learn how providing unified investment data in Salesforce enables Advisors, Paraplanners, Marketing, and even clients to make more informed, real-time decisions.
Don’t miss it — your smarter FSC strategy starts here.
Speakers
Barney Haywood – Co-Founder, Futureform
Barney never intended for CRM to become his career, but nearly two decades later, here he is as the co-founder of Futureform. After working with Siebel for a few years, his head was turned by Salesforce, and once his eyes were opened to the capability of the platform, there was no turning back. He has been a Salesforce consultant in the UK and US, working with many of the largest and smallest Wealth Managers, Asset Managers, and Private Equity firms. As Futureform grows, Barney is excited about building a motivated and enthused team to help our customers on their Salesforce journeys.
Gary Shepherd – Director, Business Development, SprintEnterprise
Barney never intended for CRM to become his career, but nearly two decades later, here he is as the co-founder of Futureform. After working with Siebel for a few years, his head was turned by Salesforce, and once his eyes were opened to the capability of the platform, there was no turning back. He has been a Salesforce consultant in the UK and US, working with many of the largest and smallest Wealth Managers, Asset Managers, and Private Equity firms. As Futureform grows, Barney is excited about building a motivated and enthused team to help our customers on their Salesforce journeys.