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A natively built Salesforce service Portal that allows your customers or Advisors to communicate directly with you
LATEST RELEASE
11/11/2022
CATEGORIES
Sales
Servicing your customers needs directly through Salesforce
Finity360 Portal is a native built Salesforce services Portal that allows your customers to communicate directly with you. Create private Workspaces to securely share sensitive financial information with your clients and colleagues. Send updates and get your materials reviewed quickly and with confidence. Customize your Workspaces with your logo and brand colors to reassure clients and keep all your online tools consistent. Customers can access their new account agreements, historical statements, store performance reports text and chatter using regulatory approved communications filters.