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.