FactSet Salesforce Integration
Silverline can help you make the most of your financial data inside of Salesforce.
Access FactSet datasets directly within Salesforce.
Identify investment opportunities, uncover new relationships, and stay informed on breaking news and market events with FactSet’s timely and reliable financial data. Leveraging their in-depth analysis and financial models gives you access to timely, collaborative workflows that drive better data-driven decision-making — so you can always stay in the know.
With a FactSet Salesforce integration, you don’t have to sacrifice speed or flexibility to integrate real-time market data.
Why integrating FactSet and Salesforce accelerates your financial services business
Take advantage of a single source for financial data
Leverage FactSet datasets in Salesforce to visualize complex structures about entities, securities, funds, holdings, ownership, and more.
Bring key financials and ratios into Salesforce to power rich reporting capabilities.
Research new prospects or build deal marketing lists, convert into short- and long-term pipeline opportunities, and drive deal comps.
Reduce time spent on manual data entry
Reduce time spent by analysts, associates, and administrators by bringing FactSet’s regularly updated insights on companies and people directly into Salesforce. Combined with the power of Salesforce’s activity management and reporting tools, you’ll have proprietary client data and market intel together in one place.
Drive alerts and workflows based on market news
Use FactSet’s industry-leading intel about new board members and executives, valuations, M&A and IPO activity, and activist and StreetAccount to power alerts to coverage teams, relationship, managers, and more. FactSet data combined with Salesforce’s workflow and development platform gives your teams the edge they need to outperform competition.
Access important data at the tips of your fingers
Give your teams all of the information they need to make data-driven decisions for prospects, clients, and partners. With FactSet’s integration, you can access:
- Company and legal entity hierarchies
- Management and board information
- M&A and IPO transactions
- Key financials and ratios, such as income statement items, balance sheets, cash flow information, valuation metrics, leverage ratios, and financial ratios
- Private equity and venture capital history
…and more. FactSet continuously updates their datasets so you know you’re always working with the latest and greatest information.
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Why choose Silverline?
Silverline has real-world expertise in the Financial Services industry, including banks and credit unions, mortgage companies, wealth management firms, investment banks, hedge funds, and insurance companies. Our consultants specialize in serving financial institutions, and we are able to leverage best practices gained from over a thousand implementations to ensure you get the most out of your Salesforce instance.
In order to bring our clients the most value possible, we’ve partnered with some amazing organizations, including FactSet. FactSet has spent more than 40 years providing financial institutions with the data they need in an accessible and intelligible way. Through our partnership with FactSet, we can bring you that data within Salesforce with ease.
We’re ready to help
Learn more about how Silverline can help you integrate FactSet and Salesforce.