您在此处：
适用于客服人员顾问的 BridgeFT 连接器
将 BridgeFT 中的托管账户数据与您的 Financial Services 客户记录统一起来，以获取客户财富的完整视图。适用于 Agentic Advisor 的 BridgeFT 连接器通过连接器库将托管和投资组合管理数据导入 Agentforce Financial Services。
本文章是否解决您的问题？
请与我们共享您的想法，以便我们进行改进！
Cookie Consent Manager
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
Consent Leg.Interest
label
label
label
- label