Orion Connect Salesforce Integration
Orion Connect Salesforce integration can improve the advisor and client experience.
Integrate your Salesforce instance with the power of Orion Advisor Technology’s Orion Connect portfolio management solution to seamlessly send data between each platform.
With an Orion Connect Salesforce integration, you’re able to maintain accurate portfolio data and optimize business processes such as account opening, saving your advisors time and reducing switching between apps.
Benefits of integrating Orion Connect and Salesforce
360-degree client view
Gain a complete view of the customer.
Transfer financial information to Salesforce, including household balance, cash balance, related financial accounts, and performance.
Increase advisor productivity
Optimize your processes and prevent wasted advisor time switching applications.
Allow quick navigation from the Salesforce client record to the corresponding client within Orion Connect when needed.
Enhanced reporting and insights
Get the most out of your combined data.
Leverage Salesforce dashboards and reporting to see new insights into trends, performance, and opportunities.
Why choose Silverline?
Silverline is a Salesforce consulting partner with over a decade of experience serving financial services organizations, including banking & lending, insurance, wealth management, and capital markets firms. Our consultants specialize in these verticals and often come with first-hand experience in these industries.
As part of our experience, we’ve helped many clients access their full set of data on the Salesforce platform. For wealth management firms, we’ve connected Orion with Salesforce, boosting advisor productivity and simultaneously helping to improve the client experience. With our combined industry and technical expertise, we can deliver a solution that fits industry best practices and meets your unique needs.
We’re ready to help
Learn more about how Silverline can help you integrate Orion Connect and Salesforce.