Flanks on Salesforce AppExchange: clients' full financial picture, inside Financial Services Cloud

Flanks is now an official Salesforce ISV Partner. Flanks: Financial Data Aggregator is available on AppExchange.

For wealth managers and private banks using Salesforce Financial Services Cloud, this means your clients' complete financial picture - accounts, balances, holdings and transactions, including assets held outside your institution - flows directly into your CRM. No manual exports, no workarounds. Clean, structured data, right where your advisors already work.

Here's what that actually solves, and why it matters now.

The problem: wealth management has always had a data gap

Most wealth managers only see a fraction of what their clients actually own. The assets they manage are visible. Everything else - accounts at other banks, portfolios opened before the client relationship began, holdings at third-party custodians - remains out of reach.

This isn't a niche frustration. Only 10% of HNWIs use a single wealth manager for all their assets - which means the vast majority of clients have significant wealth their advisor cannot see, cannot analyse and cannot advise on. The advisor is, by definition, working with incomplete information.

The infrastructure meant to solve this hasn't kept up. As one industry executive put it, the result is "not one wealth management system - it is five or more systems held together by spreadsheets, good intentions and a lot of prayers." Legacy architecture built over decades, systems designed for specific workflows rather than interoperability, data ownership fragmented across business units. The problem is structural - and its cost is real. Advisors spend meaningful time on reconciliation instead of client relationships. Personalised advice is constrained by what's visible rather than what's true. HNWIs are increasingly frustrated by the lack of advice tailored to their full financial situation - and incomplete data is the root cause. FinTech Global Capgemini

What the integration does

The Flanks: Financial Data Aggregator for Salesforce Financial Services Cloud connects directly to your CRM and aggregates client financial data from multiple institutions - delivering a unified view of accounts, holdings, positions and transactions without your team ever leaving Salesforce.

Once installed, advisors get a consolidated portfolio view that includes everything their client holds, not just what the firm manages. Concretely, the integration delivers:

- A unified portfolio view across all institutions, including assets held outside your firm
- Accounts, balances, holdings and transactions, synchronised and clean
- Asset allocation summaries and position overviews, accessible via agent actions
- Synchronised transaction records directly within the advisor's existing workflow

This runs on Flanks' aggregation infrastructure: 600+ connections with global financial institutions across 33+ countries, processing more than 500,000 portfolios monthly. That same infrastructure - already powering wealth managers and private banks across Europe - is now available natively inside Financial Services Cloud.

Why this partnership, why now

We built Flanks to be the data infrastructure that wealth platforms run on. Not a standalone tool your team logs into separately, but the layer underneath the systems they already use every day. This partnership is that thesis in practice.

The Flanks: Financial Data Aggregator connects to Financial Services Cloud via a native extension package - no middleware, no manual sync. Data flows in automatically and is accessible through agent actions built into the CRM, so advisors can retrieve portfolio data, allocation summaries and transaction records without changing their workflow. Clean data, in context, when it's needed.

That also matters for what comes next. 97% of wealth managers believe AI will transform financial advice within three years - yet deploying AI effectively requires a foundation most firms don't yet have: clean, structured, complete client data. A fragmented view of client wealth doesn't just constrain human advice. It makes AI-driven advisory impossible. Getting the data right, inside the right platform, is where that foundation gets built.

Get started

Flanks Financial Data Aggregator is available on AppExchange. Access it here

Talk to our team.

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