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Flanks: Financial Data Aggregator

By Flanks

Aggregate and enrich financial data directly inside Salesforce

No Ratings
Paid Add-On Required  

Payment required for external services or products

Industries
Financial Services
Business Need
Sales
Customer Service
Integration
Requires
None
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

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

  • Introducing Flanks in Salesforce

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
flanks/ver 0.2 0.2.0
Listed On
05/19/2026
Latest Release
05/19/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 8
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 3
App Builder: 0
Community Builder: 0
Languages
English
French
German
Portuguese
Spanish

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/06/2026

Additional Details

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.

Need help?

Flanks

Barcelona

For installation or technical support with the Flanks Salesforce integration, contact support@flanks.io.

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