Carte Wealth Management Inc selects SideDrawer as Exclusive Recommended Partner
Toronto, Ontario – (EINPresswire.com –February 5, 2021) - SideDrawer Inc. will offer the option of a complete, integrated Salesforce experience available to its customers as of March 1st, 2022. Through this offering, users will have a native SideDrawer Lightning Web component that provides secure, organized access to sensitive client documentation, within the most widely recognized CRM platform used in the financial services sector.
"Our clients have increasing compliance obligations, and the Salesforce CRM is increasingly becoming a central hub for their businesses. Now with SideDrawer's Lightning Web integration, professional users can benefit from our secure and engaging client collaboration platform, facilitatng bi-directional information exchange, with a completely branded, client-facing solution. By being able to access this within the native Salesforce environment, aligns with our mission of further improving the professional users' productivity and business efficiency," said Ali Qureshi, Co-Founder & Chief Revenue Officer of SideDrawer.
"Having built Tier1 as a robust, specialized CRM on top of Salesforce that's being used by major investment banks and wealth management firms around the world, we recognize the value of secure client collaboration in the financial services sector. This is an important value differentiator and functionality that many of our clients had requested. Being extremely familiar with Salesforce's technical and operating structure, we are glad to have been able to guide SideDrawer's technical team on the development of this extremely complex and challenging integration," said Mark Notten, Founder and Former CEO of Tier1 Financial Systems.
"The Salesforce integration is one of many that's possible on our API-first platform. We expect to launch additional integrations that will further streamline our professional users' productivity and workflow, while given them the ability to have a secure, engaging collaboration platform for their clients," said J. Gaston Siri, Co-Founder & CEO of SideDrawer.
For those wishing to learn more about the SideDrawer and Salesforce integration, or to learn about SideDrawer's client-facing productivity platform, please contact us at email@example.com.
SideDrawer is an API-based document management platform that improves the client experience around collaboration and organization for businesses of all sizes. The SideDrawer SaaS product is used by advisors, planners, executors and other professionals to securely collect and share sensitive client data and documents. SideDrawer’s infrastructure agnostic APIs are truly scalable, allowing fintechs and enterprises to save significant development resources on non-core, but critical document management workflows. For more information, please visit: www.sidedrawer.com or download the SideDrawer mobile apps on the Apple App Store or Google Play Store, or sign-up at my.sidedrawer.com.
TORONTO, ONTARIO, CANADA, January 3, 2024 -SideDrawer, a secure collaboration platform for...
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