Customer Stories

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

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Wealth Management
Financial Services
Time & Resource Management
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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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Captive Services

White Oak (San Francisco)

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Lightning Migration

Springboard Advisory Group (San Francisco)

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Customer Onboarding

Baker Avenue (San Francisco)

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Advisor Desktop Platform

BNY Mellon (New York)

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