The Leaders Group
Integration of Third-party Applications with The Leaders Group’s Salesforce Platform Creates Seamless Communication with Salesforce
Overview
Colorado-based premier broker-dealer for brokerage general agents, insurance agents, and independent financial advisors
- Largest distributor broker-dealer for variable life insurance in the world
- Services 130+ general agency relationships
Services We Provided
- Single sign-on and integration projects on Salesforce
- Integration of third-party applications to provide seamless communication, data flow and accessibility with Salesforce
- Third-party applications include Rightbridge (annuities), ADVIZR (financial planning) and FireLight (e-application order entry)
Results
- Saved 10+ hours per week consolidating/analyzing data from multiple applications
- Eliminated the need for advisors to maintain multiple credentials for different applications
- Eliminated need for advisors to repeatedly and manually copy/paste Salesforce data into third-party applications
Additional Details
- Integration of third-party applications with The Leaders Group’s Salesforce platform creates seamless communication with Salesforce
- This will allow The Leaders Group’s general agents, insurance agents, and independent financial advisors to exchange data within these applications
- Working to setup single sign-on between these applications and Salesforce
- Salesforce will act as an IdP (Identity Provider), allowing The Leaders Group’s agents and RIAs to login without having to provide their credentials