Finpace <> Salesforce
Unlock the full potential of client management and engagement with the powerful integration of Finpace and Salesforce. This guide outlines how to seamlessly connect your Finpace financial advisory and automation platform with Salesforce, the world's leading Customer Relationship Management (CRM) solution.
Overview
Integrating Finpace with Salesforce empowers financial advisors with advanced tools for client management, data analysis, and personalized engagement. By bridging these platforms, you can automate data flows, enhance client profiles, and tailor your advisory services more effectively.
Requirements
Before connecting these two applications, make sure you have:
- An active account with Finpace. Not a user? Get started here
- A Salesforce account, with necessary permissions to integrate third-party applications.
- Understanding of basic functionalities in both Finpace and Salesforce.
Step-by-Step Setup
- Sign Into Finpace: Log into your account and navigate to Integrations.
- Locate Salesforce Integration: In the Integrations section and click on it.
- Click Connect With Salesforce.
- Input your sign on details and click Log In.
Configuration Details
- Finpace has mapped all contact details for you already, unless you would like to add additional fields beyond our standard list.
- For additional data points not included in Finpace (e.g., favorite restaraunt, dog name, etc.), and provided you add these new fields within your desired template, Finpace will automatically create UDF's (User-Defined Fields) to ensure data syncs correctly.
- Set synchronization frequency to ensure data remains up-to-date across both systems.
Features and Functionality
- Bi-directional Data Sync: Effortlessly sync client data between Finpace and Wealthbox, ensuring all information is current and accurate.
- Streamlined Client Onboarding: Use Wealthbox to capture new client information and automatically populate Finpace forms used in new client acquisition processes.
- Enhanced Client Insights: Aggregate financial data from Finpace within Wealthbox to gain deeper insights into client needs and behaviors.
Best Practices
- Regularly review and adjust integration settings to align with evolving business processes and client service strategies.
- Train your team on leveraging the integrated platform for a holistic approach to client management and financial planning.
- Utilize both Finpace and Wealthbox’s tagging and segmentation features to organize clients based on customer interest(s) for targeted communications and services.
Troubleshooting
Common Issues:
- Data Synchronization Delays: Check your internet connectivity and ensure both accounts are active. Adjust sync frequency settings if necessary.
- Mismatched Client Information: Verify that field mappings between Finpace and Wealthbox are correctly configured to prevent discrepancies. Watch the mapping tutorial here.
Error Messages:
- "Authorization Failed": This message typically indicates an issue with Wealthbox credentials or permissions. Re-enter your login details and ensure proper authorization.
FAQs
Q: How do I get unique information to sync within both applications?
A: You need to ensure unique data points are mapped correctly. Access the mapping tutorial here.
Q: How does this integration comply with data privacy regulations?
A: Both Finpace and Wealthbox adhere to strict data privacy and security standards to protect every individual's information maintained on platform.
Additional Resources
For more detailed guidance:
- Finpace University: Offers detailed documentation and user guides.
- Explore Salesforce Support for CRM usage tips and best practices.
Contact Support
For assistance with integration or any queries, our support team is ready to help:
- Get in touch: Finpace Support
- Expected response time: Within 12 - 24 business hours
By integrating Finpace with Wealthbox, you're not just streamlining processes; you're setting a new standard for personalized, efficient client service in the financial advisory sector.
