Help & Support

Elevate Your Agents with AgentExchange Solutions

Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Visit Salesforce Help

Give Us Feedback

Flanks: Financial Data Aggregator

Aggregate and enrich financial data directly inside Salesforce

Overview

Flanks aggregates and enriches financial data from multiple sources, bringing unified insights into Salesforce to power better customer understanding and smarter workflows.

See How Flanks: Financial Data Aggregator Works

Secure Financial Data Aggregation: connect to banks, investment platforms, and pension providers through regulated and compliant channels.
Complete Client Financial View: Access consolidated accounts, holdings, positions, and transactions directly within the CRM.
Reduce Manual Processes: Eliminate manual uploads, spreadsheets, and reconciliation work with automated data flows.
API-First Architecture: use Flanks within Salesforce or integrate it with internal systems beyond the CRM.

Flanks is a secure financial data aggregation and enrichment platform that operates independently from Salesforce. It connects to banks, investment platforms, pension providers, and other financial institutions to deliver unified, accurate, and enriched financial data. The Flanks Salesforce App is an integration designed for organizations that want to bring this financial intelligence directly into their CRM. With Flanks, financial institutions can centralize client financial information – including accounts, holdings, positions, and transactions – without manual uploads or custom-built integrations. This integration allows advisors, relationship managers, and operations teams to access trusted, up-to-date financial data within the systems they use every day.