Salesforce Integration

For larger firms using Salesforce Financial Services Cloud. OnBord’s integration ensures client onboarding data syncs directly with your existing opportunity tracking and relationship management workflows.

Key benefits:

• Client information updates automatically across all Salesforce modules
• Onboarding status tracks alongside other client milestones
• Your reporting remains accurate without manual data reconciliation
• Team collaboration stays centralized within your Salesforce environment

Works with your existing Salesforce configuration and supports custom fields and workflows your firm has already established.

https://www.salesforce.com/financial-services/cloud/