System Integration for Advisory Firms
Staff update a client record once, and the systems around it follow.
Each of the systems your firm runs on does its own job and knows nothing about the others. Solution Driven Technology connects them, and builds a link where none exists.
What does "connected" mean for an advisory office?
A connected office means a change in the CRM does not stop there. When a client's phone number, address or advisor changes in Salesforce or Redtail, the scheduling tool, the texting platform and the marketing list pick it up. A meeting booked through Calendly lands on the client record.
Which systems does SDT connect?
Most connections start at your CRM: Salesforce, Redtail or SmartOffice. SDT has connected the CRM to Microsoft 365 and SharePoint, where tasks and trackers live. It has connected Calendly and GReminders, which book meetings and send reminders, and MyRepChat, which sends texts. Email campaigns run through the platform your firm has approved, such as Mailchimp. Planning and account data from eMoney and Albridge feed your reports.
What if two systems have no built-in link?
SDT builds the link. A data feed is a small program that takes data from one system and delivers it to another. Where no ready-made link exists, SDT writes the feed. One built example delivers live account data into eMoney, the planning software, so a plan works from current account figures.
Who keeps the connections working after they are built?
The person who designs a connection is the person who builds it, and that person is who you reach afterward. SDT offers ongoing administration, so when your firm adds a platform or changes a vendor, the connections change with it.
More questions
What breaks when our systems are not connected?
The gaps show up between the systems. A phone number is fixed in the CRM and stays wrong in the texting platform, so a reminder goes nowhere. A client books a meeting, the CRM never hears, and the review campaign keeps chasing them.
Which platform carries a connection?
A connection runs on whichever platform your firm's compliance has approved. Power Automate and Zapier, two platforms that carry automated steps between systems, are examples, not the limit.
Do connections need compliance review?
Yes. A connection moves client data between platforms, so the reviewer needs to know what moves, where it goes and who can see it. Every solution goes through your firm's compliance review before it goes live. SDT prepares what the reviewer needs.
How does SDT decide what moves, and in which direction?
Before anything is connected, SDT works out where each piece of data starts and which system the others should follow. Client details start in the CRM, so they flow out from it. A booking starts in the scheduling tool, so it flows into the CRM. Those rules are agreed with you and built into the connection.
Name the two systems that disagree today.
On the call, SDT traces how the information moves between them now and says which connection should carry it. Or start with a CRM and operations audit, which covers systems that do not talk to each other.