Luminous Capital - Salesforce, Advent Integration - Success Story

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Luminous Capital was manually sending client data to Advent APX for security and equity options analysis, which was time-consuming and lacked security. They implemented Informatica Cloud to automatically synchronize client data between Salesforce and Advent APX over a secure SFTP server. This automated the process, saved time previously spent on manual tasks, and allows Luminous to easily manage client portfolios and relationships within Salesforce.

Salesforce.com & Advent Integration using Informatica Cloud Challenge Solution Benefits ? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Company: Luminous Capital Opportunity: Salesforce Integration Vertical: Wealth Management ,[object Object],[object Object],[object Object],.

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