Discover How You Can Elevate Your Financial Strategy With Orion Salesforce Integration!
In today’s dynamic financial landscape, integrating Orion with Salesforce empowers your firm with comprehensive client insights and enhanced operational efficiency – tailored to meet the evolving needs of wealth managers, family offices, and asset managers.
- Reason 1: Holistic Client Management: Integrate Orion’s robust portfolio accounting and reporting solutions with Salesforce to consolidate client data into a single, unified view. This seamless connectivity enables advisors to deliver personalized advice, proactively anticipate client needs, and build stronger, long-lasting relationships.
- Reason 2: Streamlined Operational Efficiency: Automate workflows and synchronize data between Orion and Salesforce to eliminate manual tasks and reduce errors. This efficiency boost allows your team to focus on strategic initiatives that drive growth, productivity, and client satisfaction. Reducing compliance efforts and costs around KYC, AML and onboarding
- Reason 3: Scalable and Adaptable Solutions: Leveraging Salesforce’s flexible platform, Orion integrations are designed to adapt to your firm’s evolving requirements – whether you’re expanding service offerings, exploring new markets, or harnessing advanced analytics. Enjoy a solution that scales alongside your business while maintaining agility in a competitive market.
- Reason 4: Maximizing Benefits with Expert Setup: This remains a very popular integration among financial professionals; however, proper configuration is essential to fully leverage its capabilities. A well-planned setup ensures that you maximize the benefits and operational efficiencies Orion Salesforce integrations can offer.
- Reason 5: Specialized Integration Expertise: At Navirum, we specialize in Financial Services Cloud and Salesforce integrations. We work with you and Orion to design your data model, streamline processes, and enhance the advisor experience -all while aligning with your budget. Get the Orion connection here on the Salesforce AppExchange.
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Salesforce Orion Integration – FAQs
Pretty straight forward. Orion provide a lot of the support. Days not weeks. With the right partner, the process is smooth and efficient.
You can sync client profiles, household structures, portfolio data, account balances, and performance metrics directly into Salesforce. This creates a single source of truth that empowers advisors with a 360° view of each client.
Feedback is mixed. Many users say it gets the job done and provides teams with good visibility into client and financial data, while others point out technical limitations. Regardless, it remains a must-have for anyone using both Orion and Salesforce.
Although Orion has acquired Redtail, the integration remains available on Salesforce (the Salesforce AppExchange here) and continues to be widely used. Widely publicized at the time, but not many are unaware. Considering a move to Salesforce Financial Services Cloud (FSC) from Redtail? Please Read: Tips for Migrating Redtail to Salesforce
Yes. The integration aligns with Salesforce FSC and Sales Cloud. It works out of the box but can also be customized to fit your firm’s unique processes and compliance requirements.
While the base integration is simple, extracting its full value requires expertise. At Navirum, we help firms go beyond “just connected” – fine-tuning integrations, enhancing reporting, and designing scalable solutions that grow with the business. We often get call from Salesforce to help those who have set up the integration and need help with deeper process integration.
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CSAT 5/5 – Salesforce AppExchange
