Fidelity integrates with Salesforce

The integration, built on Financial Services Cloud, is currently in pilot for RIA and family office clients and is expected to be made available to all Fidelity Institutional clients by early 2023. It is the latest example of Fidelity’s focus on a seamless online customer experience across its businesses.

https://www.finextra.com/pressarticle/94191/fidelity-integrates-with-salesforce