UK Wealth Managers face a consistent challenge of aggregating their Client data from across a multitude of platforms and providers. Advisors are often left with out of date information and onerous manual update tasks to bring all their information together.
Futureform and Sprint Enterprise are delighted to announce the launch of a joint partnership that delivers pre-built connectivity between Salesforce and Sprint’s investment data hub, FINIO.
Watch our On-Demand video with Barney Haywood from Futureform and Gary Shepherd from Sprint to find out how combining Salesforce’s robust CRM capabilities with FINIO’s advanced data aggregation can deliver excellent outcomes for clients and advisors.
Speakers
- Barney Haywood, Co-founder, Futureform
- Gary Shepherd, Director, Business Development, Sprint Enterprise
Interested in learning more? Contact Us!