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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.

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Benefits of integrating SalesConnect and Salesforce

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.

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Learn more about how Silverline can help you integrate SalesConnect and Salesforce.

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