Customer Stories

Explore our customer stories to see how we’re building the future together

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Challenge

The client wants a component in Salesforce that can dynamically fetch financial data from their primary product using API callouts.

Solution

Hexaview developed a Salesforce Lightning Component that uses OAuth flow for Authorization.

Results

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Salesforce Development

Improving Financial Advisors' Engagement via Salesforce

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Data Lake Implementation

Financial Services company headquartered in Chicago/Denver

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Wealth Management Firms

Leading wealth tech firm, empowering wealth managers with data-driven insights

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Data Analysis & Mapping

Rhumbix (San Francisco)

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Advisor Billing Application

BaySys (San Francisco)

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