The pact will enable independent advisors to access Schwab data and perform workflows directly from Salesforce’s CRM platform.
source http://www.bing.com/news/apiclick.aspx?ref=FexRss&aid=&tid=EF694AFF01864940980C67E800C6F639&url=https%3a%2f%2fwww.thinkadvisor.com%2f2022%2f04%2f22%2fschwab-integrates-with-salesforce-financial-services-cloud%2f&c=11554022944033087524&mkt=en-us
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