Flanks

Flanks is a secure financial data aggregation and enrichment platform that operates independently from Salesforce. It connects to banks, investment platforms, pension providers, and other financial institutions to deliver unified, accurate, and enriched financial data. The Flanks Salesforce App is an integration designed for organizations that want to bring this financial intelligence directly into their CRM.

With Flanks, financial institutions can centralize client financial information – including accounts, holdings, positions, and transactions – without manual uploads or custom-built integrations. This integration allows advisors, relationship managers, and operations teams to access trusted, up-to-date financial data within the systems they use every day.