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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

Highlights

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.

Provider Details

Flanks
Barcelona
Founded
2019
Website

Flanks’ wealthtech solution is redefining the industry through data-led insights and automation. Our all-in-one platform unifies and reconciles fragmented financial data into a 360° view of client wealth, enriched with leading market data, empowering thousands of advisors to deliver faster, personalised, and scalable advice.

Pricing Details

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

Customers must have an active Flanks subscription, including at minimum the financial data aggregation service, for this integration to function.

All pricing details, including service tiers and usage levels, are discussed directly with Flanks. Please contact our team for quotes or custom pricing options.

Flanks App for Salesforce

€12,000 EUR/company/year