Essential data only, without overload.
The View
Daily synchronization of customers and accounts in Salesforce
PSTOX Wealth now integrates with Industrial Alliance (iA), offering seamless daily syncing of customer and account data directly into your Salesforce CRM.
Integration with Salesforce Financial Service Cloud
- Integration via the iA API – using data from Industrielle Alliance to feed your Salesforce
- Daily updates – Customer and account data refreshed every day
- 100% Salesforce – Data is right where you’re already working
The Value for Your Business
Simplicity
Accurate, up-to-date data
No more manual updates
Efficiency
Less administrative work, more time for your clients.
Why choose PSTOX
- Salesforce and MuleSoft Partnership: As certified partners of Salesforce and MuleSoft, PSTOX has exclusive access to resources, tools, and advanced training, ensuring you receive the highest quality service.
- Industry Specialists: With deep expertise in the financial sector, we tailor our Salesforce and MuleSoft integration solutions to align perfectly with your financial business needs.
- Experienced Integration Experts: Our team boasts years of hands-on experience in delivering end-to-end Salesforce and MuleSoft solutions, from system design to implementation and support.
- Custom and Secure Solutions: We provide customized solutions that not only meet your unique business requirements but also adhere to industry regulations and prioritize data security.
- Long-Term Commitment: Our relationship extends beyond project delivery. We offer long-term support and maintenance, ensuring your systems are always optimized and efficient.
