A Futureform + Transact Webinar | Powered by Salesforce Financial Services Cloud
What if you could instantly see your clients’ full investment picture – across all platforms – in one simple view?
Join Futureform and Transact to discover how our powerful new integration with Salesforce Financial Services Cloud gives you real-time, reconciled investment data that helps you work smarter, move faster, and deliver stronger advice.
💬 Why Advisers Shouldn’t Miss This
Juggling multiple systems and stale data slows you down. This integration solves that — delivering live client investment data directly into Salesforce, so you can make informed decisions on the spot and deepen client trust.
🔍 What You’ll Take Away
✅ A Unified View of Client Investments
See all client holdings, valuations, and transactions — from across platforms — right within Salesforce, fully reconciled and always current.
✅ Live Dashboards That Drive Action
Watch a live demo of the Transact and Salesforce integration showing how investment data powers interactive dashboards, helping you identify opportunities and risks in real time.
✅ One Source of Truth for the Whole Firm
Whether you’re an Adviser, Paraplanner, or part of the client support team, everyone works from the same up-to-date information — no extra systems, no extra effort.
🎯 If you want more confident client conversations and less time chasing data, this is your starting point.
Join us to see how Salesforce + Transact can simplify your day and elevate your impact.
Speakers
Barney Haywood – Co-Founder, Futureform
Barney never intended for CRM to become his career, but nearly two decades later, here he is as the co-founder of Futureform. After working with Siebel for a few years, his head was turned by Salesforce, and once his eyes were opened to the capability of the platform, there was no turning back. He has been a Salesforce consultant in the UK and US, working with many of the largest and smallest Wealth Managers, Asset Managers, and Private Equity firms. As Futureform grows, Barney is excited about building a motivated and enthused team to help our customers on their Salesforce journeys.