CRM
Put every recommendation in Salesforce under review and on the record.
For firms running Salesforce Financial Services Cloud, the advice attached to opportunities and financial accounts is captured, routed for human review before it reaches the client, and returned as verifiable evidence on the record. Oversight and proof, without leaving the CRM your team already works in.
How it works.
Step 1
Advice is generated or attached to a Salesforce opportunity or financial account.
Step 2
It is captured, along with the context behind it, and routed for review.
Step 3
A qualified reviewer works the case before it reaches the client.
Step 4
Verifiable evidence of the review is attached back to the Salesforce record.
Features.
- Native integration via a Connected App
- Capture from Opportunities, Financial Accounts and custom objects
- Verifiable evidence attached directly to Salesforce records
- Real-time review status via Salesforce platform events
REST API.
Prefer to build your own integration? A straightforward REST API lets you submit advice via a single endpoint, track review progress with webhooks, and retrieve the evidence programmatically. Standard JSON over HTTPS with API key authentication.
Supervise advice, wherever it starts.
Bring every recommendation into review and turn it into evidence the FCA can verify, from the tools your firm already runs.