Case Study: Leading Broker-Dealer improves flexibility and functionality with Silverline

Leading Broker-Dealer earns multiple five-star reviews with Silverline

The customer, a leading broker-dealer, sought to offer its financial advisors more flexibility by allowing them to choose their own CRM, which required a new tool to connect those systems to its back-end asset management platform. The challenge was to build an integration solution that could scale to serve both small firms with limited IT and large firms with complex, existing Salesforce instances. Silverline was engaged to provide clarity and develop this solution.

Silverline designed and built an API marketplace solution, which included a Salesforce managed package. This second-generation package, built with Apex and Lightning Web Components, uses dynamic mapping configurable by a Salesforce admin to pull data from the asset management platform. The broker-dealer is now transitioning to a more API-driven business and has given Silverline multiple five-star reviews, with plans to expand the partnership for a future bidirectional integration.