Salesforce for Veo enhances the already powerful CRM solution with Veo account information. With this highly customized app, you can leverage multi-custodial data feeds, take advantage of an easily customizable user interface and tap into additional integrated third-party providers to gain more efficiencies from your existing technology.
Integration Features
  • Access critical Veo client data such as balances, positions and history
  • View important information, including Veo alerts
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