Schwab Advisor Services Announces Platform Integration With Salesforce Financial Services Cloud
Integration enables independent advisors to
access Schwab data and perform workflows directly from
Schwab Advisor Services is developing a new app integration with
Salesforce Financial Services Cloud, a significant enhancement for
registered investment advisors (RIAs) on the Schwab platform.
Slated to go live in the second quarter, a new end-to-end API
integration will enable independent advisors to create a
differentiated client experience and fuel growth at their firms.
This new app will replace an existing app and continue supporting
advisors using Salesforce Sales Cloud.
“Independent advisors who custody with Schwab have been actively
requesting this integration, so it’s an important milestone on our
roadmap when it comes to third-party technology,” said Kartik
Srinivasan, director, third-party integration, Schwab Digital
Advisor Solutions. “Our efforts here demonstrate the breadth and
depth of our integration capabilities, letting advisors build and
operate tech stacks that make most sense for their firms and their
With this new integration, advisors on Schwab’s platform will be
- Initiate digital onboarding, including account opening, as well
as change of address
- View and incorporate real-time data on client account profiles,
balances, and positions
- Access status and receive alerts from Schwab Advisor Center on
various actions, including move money, account open, and service
Additional capabilities will be made available to advisors on an
“The financial advice industry is becoming increasingly
competitive. Client experience is a critical differentiator for
winning clients and building trust over the long term,” said Eran
Agrios, SVP & GM, Salesforce Financial Services. “This
integration with Schwab supercharges the purpose-built
functionality of the Financial Services Cloud for independent
advisory firms and helps them deepen their client relationships
with every interaction. It also will help extend the value of
Financial Services Cloud for independent advisory firms by
improving advisor productivity and by increasing operational
Salesforce, Financial Services Cloud, Sales Cloud and others are
among the trademarks of salesforce.com, inc.
About Charles Schwab
At Charles Schwab we believe in the power of investing to help
individuals create a better tomorrow. We have a history of
challenging the status quo in our industry, innovating in ways that
benefit investors and the advisors and employers who serve them,
and championing our clients’ goals with passion and integrity.
More information is available at www.aboutschwab.com. Follow us
on Twitter, Facebook, YouTube and LinkedIn.
About Salesforce Financial Services Cloud
Built on the world’s #1 CRM platform, Financial Services Cloud
enables financial services institutions to build trust by unifying
the customer experience across channels, geographies, and lines of
business — both consumer and commercial. With purpose-built
industry functionality and all the capabilities of Sales Cloud and
Service Cloud, wealth management firms can personalize client
relationships at scale, supercharge advisor productivity and make
smarter and faster client decisions by putting data to work with
For more information about Schwab’s technology integration,
Through its operating subsidiaries, The Charles Schwab
Corporation (NYSE: SCHW) provides a full range of securities
brokerage, banking, money management and financial advisory
services to individual investors and independent investment
advisors. Its broker-dealer subsidiary, Charles Schwab & Co.,
Inc. (member SIPC, www.sipc.org), and affiliates offer a complete
range of investment services and products including an extensive
selection of mutual funds; financial planning and investment
advice; retirement plan and equity compensation plan services;
compliance and trade monitoring solutions; referrals to independent
fee-based investment advisors; and custodial, operational and
trading support for independent, fee-based investment advisors
through Schwab Advisor Services. Its banking subsidiary, Charles
Schwab Bank (member FDIC and an Equal Housing Lender), provides
banking and lending services and products. More information is
available at www.schwab.com and www.aboutschwab.com.
TD Ameritrade Institutional, Division of TD Ameritrade, Inc.,
member FINRA/SIPC, is a subsidiary of The Charles Schwab
Corporation. TD Ameritrade is a trademark jointly owned by TD
Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.
Schwab Advisor Services™ serves independent investment advisors
and includes the custody, trading, and support of Schwab.
Independent investment advisors are not owned by, affiliated
with, or supervised by Schwab. For informational purposes only.
©2022 Charles Schwab & Co., Inc. (“Schwab”) All rights
reserved. Member SIPC.
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Joseph A. Giannone Charles Schwab 862-370-9144
Lexy Siegel The Neibart Group (TNG) 201-448-5835
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