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What is BridgeFT?

Create unique digital solutions that are powered by real-time financial data and insights. You will have the opportunity to leverage a write-once, read-many data feed that encompasses all major custodians, while also utilizing pre-built, white-labeled capabilities for billing, reporting, and more. This approach allows you to open new channels for distribution and unlock your firm's complete growth potential. Improve your back-office operations through integrated portfolio management, automated reporting solutions, and simplified fee billing methods. As the sole fully API-first platform for multi-custodial software and data aggregation crafted specifically for developers, BridgeFT’s WealthTech API streamlines your development workflow and adapts to advancements in technology. This WealthTech-as-a-service platform offers a cohesive, open API that provides access to trade-ready, multi-custodial data, comprehensive analytics, and vital applications. Moreover, it enables the aggregation of assets held across various custodians and third-party applications, delivering a holistic view of your financial ecosystem. By adopting these forward-thinking solutions, firms are equipped to meet the evolving challenges of the financial sector more effectively. In doing so, they position themselves to thrive in a competitive landscape.

What is Agentforce 360 for Financial Services?

Agentforce 360 for Financial Services is Salesforce’s comprehensive AI CRM platform tailored for the financial industry. It helps institutions become agentic enterprises by embedding autonomous AI into everyday workflows. The platform unifies data across banking, insurance, lending, and wealth management operations. Financial Services Cloud centralizes customer profiles, financial goals, and life events into a single connected experience. AI-driven automation enhances productivity for advisors, bankers, producers, and service representatives. Real-time insights enable teams to proactively recommend products and services aligned with customer needs. The system streamlines onboarding, compliance, and digital lending processes. Industry-specific solutions support retail banking, commercial banking, credit unions, property and casualty insurance, life insurance, and asset management. Built-in analytics measure ROI and uncover performance improvements. Agentforce empowers employees to focus on relationship-building rather than administrative tasks. The platform integrates seamlessly with Salesforce’s broader ecosystem and partner network. Agentforce 360 enables financial institutions to deliver personalized, data-driven experiences while accelerating growth.

Media

Media

Integrations Supported

Plaid

Integrations Supported

Pillar Security
QuickBooks Online
QuickBooks Online Advanced
Refold
SAP Concur
Sage Intacct
Salesforce
Salesforce Partner Cloud
Slack
Workato
Xero

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

BridgeFT

Company Location

United States

Company Website

www.bridgeft.com

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/financial-services/

Categories and Features

Embedded Finance

Not specified

Wealth Management

Not specified

Categories and Features

Financial CRM

Account Alerts
Asset Management
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Wealth Management

Not specified

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