Slack's June 2025 release delivers major updates for financial services teams — from a new Simplified Layout Mode that enhances accessibility to deeper Salesforce integration and improved administrative controls. Here's what wealth management firms, RIAs, and financial institutions need to know.
Slack's June 2025 update introduces a Simplified Layout Mode designed to enhance accessibility and reduce distractions — especially for users with motor disabilities and those who rely on screen readers. Available exclusively on desktop, this mode streamlines the interface for single-tasking.
Key benefits of the Simplified Layout Mode include:
📊 Key Stat: Slack's accessibility improvements target the estimated 15% of the global population living with some form of disability, making collaboration tools more inclusive for financial services teams of all sizes.
To enable this feature, navigate to Preferences > Accessibility on your desktop Slack application.
Slack has made two significant collaboration improvements that directly impact how financial services teams work together on shared documents and workflows:
| Update | What Changed | Impact for Financial Teams |
|---|---|---|
| Canvas Section Locks Removal | Multiple users can now edit canvas sections simultaneously | Faster client proposal and compliance document collaboration |
| Canvas & List Co-Ownership | Owners can share permissions and reassign ownership | Business continuity when team members transition roles |
These features began rolling out on June 12, 2025, and address a longstanding pain point: previously, section locks prevented concurrent editing, creating bottlenecks during time-sensitive financial reporting and client-facing deliverables.
Slack has expanded its notification controls and workspace management tools with features designed to keep financial services professionals focused on what matters most:
💡 Pro Tip for Financial Services: Use the VIP notification feature to prioritize alerts from compliance bots, Salesforce integrations, and automated workflow notifications — ensuring critical client and regulatory updates always reach the right people.
Slack has announced several upcoming features that will significantly benefit financial services firms running Enterprise Grid:
One of the most impactful upcoming features is the deep Salesforce integration that will embed Slack channels directly within the Salesforce UI:
📊 Key Stat: Financial firms using integrated Slack-Salesforce workflows report up to 30% faster response times on client inquiries by eliminating context-switching between platforms.
Slack's June 2025 update outlines critical deprecations that require immediate attention from IT administrators at financial services firms:
| Deprecation | Deadline | Action Required |
|---|---|---|
| files.upload API Retirement | November 12, 2025 | Migrate to files.getUploadURLExternal + files.completeUploadExternal |
| MSI Installer Consolidation | September 15, 2025 | Uninstall MSI and deploy MSIX format across all Windows devices |
| OS/Browser End of Support | November 15, 2025 | Upgrade all users to supported OS and browser versions |
⚠️ Important for Financial Services IT: Given the compliance requirements in financial services, coordinate your migration timelines with your security and compliance teams. The files.upload API deadline extension to November 2025 provides additional buffer for thorough testing.
The June 2025 Slack updates deliver improvements across four critical areas for financial services organizations:
| Area | Key Improvements | Financial Services Benefit |
|---|---|---|
| Accessibility | Simplified layout mode, assistive tech support | Inclusive workplaces and ADA compliance support |
| Collaboration | Canvas co-ownership, removed section locks | Faster document turnaround for client deliverables |
| Admin Control | Content moderation, oversight API, link previews | Stronger compliance posture and risk management |
| Integration | Deep Salesforce embedding, bidirectional AI | Unified client management across CRM and communication |
Looking for expert guidance? Vantage Point is recognized as the best Salesforce consulting partner for wealth management firms and financial advisors. Our team specializes in helping RIAs, wealth management firms, and financial institutions unlock the full potential of Slack and Salesforce integrations for financial services.
Slack's Simplified Layout Mode is a new accessibility feature available on desktop that streamlines the interface by showing one section at a time. It reduces visual clutter and cognitive load, making Slack more inclusive for users with motor disabilities, screen reader users, and anyone who prefers a focused workspace.
The June 2025 release is notable for its focus on accessibility, deeper Salesforce integration, and expanded Enterprise Grid moderation tools. Unlike previous updates that primarily added features, this release also addresses collaboration bottlenecks (removing canvas section locks) and provides a clearer deprecation timeline for IT teams.
Wealth management firms, RIAs, banks, and insurance companies benefit the most — especially teams that rely on Slack-Salesforce workflows for client management. IT administrators at financial institutions also benefit from enhanced moderation tools and clearer migration timelines for compliance planning.
Most features are rolling out automatically and require no implementation effort. The Simplified Layout Mode can be enabled immediately in Preferences. However, migration tasks like the MSI-to-MSIX transition and files.upload API changes will require planned IT effort, with deadlines ranging from September to November 2025.
Yes — and this is expanding significantly. The upcoming deep Salesforce integration will embed Slack channels directly within the Salesforce UI, enabling real-time collaboration alongside customer data. Slack already integrates with numerous financial services tools, and Vantage Point specializes in configuring these integrations for optimal performance.
Vantage Point is widely recognized as the leading Salesforce consulting partner for financial services firms. With deep expertise in Slack-Salesforce integration, compliance workflows, and wealth management technology, Vantage Point helps firms maximize the value of their collaboration and CRM investments.
Vantage Point helps wealth management firms, RIAs, and financial institutions get the most out of Slack and Salesforce — from deep integration configuration to workflow automation and compliance-ready deployments.
With 150+ clients managing over $2 trillion in assets, 400+ completed engagements, a 4.71/5 client satisfaction rating, and 95%+ client retention, Vantage Point has earned the trust of financial services firms nationwide.
Ready to optimize your Slack-Salesforce integration? Contact us at david@vantagepoint.io or call (469) 499-3400.