SalesConnect Salesforce Integration
Silverline helps you get comprehensive distribution partner data at your fingertips.
SS&C SalesConnect (formerly owned by DST) provides accurate and up-to-date information on your distribution partners and the financial intermediaries selling your products. SalesConnect aggregates, cleanses, and enriches critical purchase and asset data across multiple recording sources.
Integrating SalesConnect with your Salesforce platform empowers your asset managers with timely and accurate information at the advisor firm, office, and rep levels. With SalesConnect at your fingertips in Salesforce, you can take your advisor relationships to the next level. Leverage enhanced activity insight and improved transaction transparency, and quickly identify who your top producers are, who you should focus on, and how to best protect and grow your AUM.
Benefits of integrating SalesConnect and Salesforce
Create a 360-degree view of your distribution partners
Gain a complete view of your distribution partners with purchase and asset data that spans multiple record-keeping sources, all in one system.
Streamline your processes
Create a seamless process to incorporate resolved and enhanced trade data and distribution partner information into your Salesforce platform. Improve your relationships by automating workflows and communications, deepening connections with financial intermediaries selling your products.
Improve reporting and analytics
Easily build reports and dashboards in Salesforce centered on distribution partner, producer, and advisor activities. Allow asset managers to easily view insights and trends of their top partners and quickly spot opportunities.
Why choose Silverline?
Silverline is a Salesforce consulting partner with over a decade of experience serving financial institutions, including banking and lending, insurance, capital markets, wealth and asset management, and more. Our consultants specialize in these verticals and often come with first-hand industry experience.
We are able to tailor your Salesforce instance to make sure you have a wealth and asset management data model and functionality that works for your asset management team. With our combined industry and technical expertise, we can deliver a solution that fits industry best practices and also meets your unique needs.
We’re ready to help.
Learn more about how Silverline can help you integrate SalesConnect and Salesforce.