Zoe Financial Integrates with Salesforce to Streamline RIA Workflows

Zoe Wealth Platform has integrated with Salesforce to streamline workflows and provide real-time account data for advisors. The integration enables advisors to open accounts, request cash movements, and collaborate with operations from within their existing CRM tools, increasing efficiency and reducing errors. This reflects Zoe's commitment to helping advisors focus on client relationships rather than manual processes.

Zoe Wealth Platform, a digital end-to-end wealth management platform, has announced a significant integration with Salesforce, the world's largest CRM platform. This integration aims to revolutionize advisor workflows by bringing real-time account data and key functionalities directly into the Salesforce CRM environment [1][2].

The integration enables advisors to open accounts, request cash movements, and collaborate with operations teams seamlessly within their existing Salesforce tools. This streamlines operations and reduces the time advisors spend on manual tasks, allowing them to focus more on client relationships and wealth growth.

Zoe's new embedded widgets and real-time data sync capabilities allow advisors to manage key client workflows entirely within Salesforce. Two core features of the Zoe Wealth Platform are now embedded directly in the Salesforce interface:

1. Open an Investment Account Widget: Advisors can initiate multiple investment account requests directly from a Contact record in Salesforce, streamlining the onboarding process.
2. Request Cash Movement Widget: Advisors can request dollar-based cash transfers from Zoe accounts, with real-time notifications sent to the operations team for faster execution.

This integration ensures that advisors, operations, and compliance teams work from the same accurate data across systems, enhancing productivity and compliance without leaving the CRM [1][2].

The integration also offers several operational benefits for Registered Investment Advisors (RIAs):

- Faster Onboarding: Client account creation can be initiated in seconds from within Salesforce.
- Real-time Collaboration: Cash and account requests trigger notifications to the operations team.
- Reduced Errors: Embedded workflows eliminate copy-paste steps and manual entry.
- Increased Advisor Productivity: Key actions now occur within advisors' existing work systems.
- Greater Auditability: Centralized data ensures visibility of the whole advisor-client lifecycle for compliance and operations teams [1][2].

The integration was structured to require no code to install or update, simplifying operations and unlocking new efficiencies for RIAs without any added effort [1][2].

Zoe's mission is to help grow and protect clients' wealth, and this integration reflects that commitment by enhancing the efficiency and effectiveness of advisor workflows. RIAs interested in leveraging Zoe for growth can request a demo to experience the platform in action.

References:

[1] https://finance.yahoo.com/news/zoe-wealth-platform-aims-revolutionize-113000496.html
[2] https://www.newswire.com/news/zoe-wealth-platform-aims-to-revolutionize-ria-workflows-with-first-22624272