Integrating LPL ClientWorks with Salesforce Financial Services Cloud
If you're a wealth firm looking to integrate LPL ClientWorks with Salesforce Financial Services Cloud (FSC), you don't have to look any further! The new LPL ClientWorks Salesforce Managed Package provides an easy and turnkey integration experience, allowing firms and teams affiliated with LPL to get up and running in no time and financial account data to flow securely between Salesforce and ClientWorks. Plus, if your advisory firm has assets outside of LPL, you can leverage the AppCrown offering to integrate your financial account data with Salesforce again with a turnkey solution. You can just read on for more information about this powerful integration experience.
The Benefits of the New LPL ClientWorks Salesforce Managed Package
By taking advantage of the new LPL ClientWorks Managed Package for Salesforce FSC, firms can easily link their current investments in both platforms without any additional investment or change in infrastructure. This means that teams can quickly access client data within the familiar context of their existing workflows, eliminating disruption and saving valuable time. With the Salesforce Managed Package, firms can also maintain all customer relationships within one platform — meaning client service is improved across the board.
AppCrown Offering
If your advisory firm has assets outside of LPL, you can also use AppCrown to integrate those financial accounts with Salesforce FSC. With AppCrown's turnkey solution, firms can bring data from multiple custodians into FSC so they can manage it all in one place. This way, there's no need for double entry or extra manual steps - everything is automated! AppCrown's experienced delivery team is always available to help walk through this process for clients or prospective clients.
Data Security
Security should always be a top priority when protecting customer data. Luckily, the new LPL ClientWorks Managed Package and AppCrown offer secure solutions that ensure your customer's information remains safe from potential threats. All data entered into either platform is encrypted so that only authorized personnel can access it — giving you peace of mind knowing that your customer's sensitive information is being safeguarded at all times.
Conclusion
Integrating LPL ClientWorks with Salesforce Financial Services Cloud offers numerous benefits for wealth firms and teams affiliated with LPL. Thanks to the new Salesforce Managed Package, combining these two platforms is easier than ever — offering a simple yet powerful solution for quickly and securely accessing client data within existing workflows. And if your advisory firm has assets outside of LPL, AppCrown's turnkey solution ensures that all financial accounts are integrated seamlessly into FSC! Our delivery team has tons of experience helping our partners at SalesForce as well as clients and prospective clients through this powerful integration experience. So please don't hesitate to reach out if you need help getting started!
Vantage Point Consulting Contact Information
David Cockrum, Founder/CEO
david@vantagepoint.io
469-499-3400
www.vantagepoint.io
