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Ortec Finance and Salesforce, the global leader in CRM, announced a partnership to deliver a more data-driven personalized finance and scalable wealth advice experience for Ortec Finance customers using Salesforce Financial Services Cloud (FSC) —including wealth managers, banks, and asset managers.
The extension of the partnership will bring core data integration in to power a seamless experience between Ortec Finance’s OPAL solution and the Salesforce platform, specifically for goals-based planning. The collaboration provides Salesforce customers with off-the-shelf, easy integration of Ortec Finance goals-based planning data via integrations and data mappings, that they can use with their clients to deliver client-centric, personalized advice. It will include OPAL’s...
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