Oftentimes banks and financial service institutions have important customer information in SunGard.   But when using Salesforce to manage the customer relationship executives would like to bring SunGard information into Salesforce to provide a holistic view of the customer.

• Elimination of spreadsheets from SunGard to look at sales metrics.
• Elimination of duplicate data.
• Visibility to the necessary client financial information in Salesforce from SunGard.
• No more asking information technology for SunGard reports.
• Effectively grow and expand client relationships.
• Quicker and more effective client management.

Integrating SunGard and Salesforce together can be done. The people you need involved are the following:

• Internal SunGard resources (usually from the Information Technology department)
• Access to SunGard technical resources.
• A Salesforce Consulting partner, like Galvin Technologies, that has experienced the most challenging SunGard integrations.

Navigating the SunGard and Salesforce integration involves detailed requirements gathering and oftentimes custom and unique solutions within Salesforce.  Once you are able to integrate SunGard and Salesforce together the benefits are phenominal as your client facing team will have access to data they never had before.  This will result in customer experience your competitors can’t meet.

Are you ready to explore how your financial services institution can integrate SunGard and Salesforce together?  Galvin Technologies provides Salesforce and SunGard integration services.  Contact us today and for a FREE Consultation with our integration experts.