Jemstep Integration with Salesforce

Client Data Enrichment
Written By David Cockrum

Jemstep

  • Integrating Jemstep with Salesforce offers comprehensive client and prospect investment goals, risk tolerance, and assets held away data into Financial Services Cloud, Sales, or Service Cloud in real-time. You capture quality data directly from the source - your clients and prospects.

  • Client Data Enrichment

  • Asset Management

  • Wealth Management

Looking to integrate Jemstep with Salesforce? Let’s talk!

David Cockrum
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