Your fund flow data already knows which intermediaries are drifting. The hard part is getting that insight in time to act on it.
Join Grecco Oris (Futureform) and Gilbert Spearing (Salesforce) for a practical look at how Salesforce and Slack work together to turn scattered CRM and fund flow data into insight and action, without leaving the flow of work.
What You’ll See
A fund manager’s view, starting with a single question to Slackbot about intermediary flows. We’ll show how it pulls from Salesforce to flag which intermediaries are growing, which are at risk, and where data quality needs attention. From there, we drill into one intermediary with accelerating outflows from a specific fund, surface the interactions and pipeline activity that might explain why, draft a context-rich outreach email, and hand the relationship manager a shared set of talking points in a Slack canvas.
What You’ll Hear
Why so much AI investment struggles to show a return, and why the foundations matter: governed data, permissions that are respected, and collaboration that happens where the business can see it. We’ll cover how the Salesforce trust layer handles security, how Slack fits alongside LLM tools like Claude, how Slack connects to your other applications, and why firms already on Salesforce are adding Slack rather than replacing anything.
Who This Is For
Fund managers and distribution leads who want an earlier view of intermediary flows. Relationship managers who need the full picture before they pick up the phone. COOs, CIOs and data leads looking to get real value from AI without compromising on governance.