Salesforce Financial Services Cloud

Connecting financial advisors and wealth managers to data like never before.


Better financial data for smarter investment decisions

Informatica Intelligent Cloud Services integrates the Salesforce Financial Services Cloud with core back-end systems such as asset management, portfolio management, risk and trust operations, to ensure that wealth managers can help their clients to make better, data-driven investment decisions.

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Connect securely to hundreds of financial systems

Informatica Intelligent Cloud Services has the broadest connectivity of any integration solution and can deliver clean, safe and connected data from hundreds of on-premises and cloud applications to the Salesforce Financial Services Cloud. Examples include financial data systems like Bloomberg and Thomson Reuters.



Fast business integration

Salesforce Financial Services Cloud administrators can easily deliver new or changing finance data through the Cloud Designer’s wizard-based UI. Business integrations can be quickly built from scratch or modified from existing data taskflows.

Pre-built VIPs available from developers, partners or the Informatica Marketplace let Salesforce financial services cloud administrator speed delivery of critical processes like transaction-history synchronization.

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